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PCBIX vs SMFYX
PCBIX vs SMFYX Comparison
Open Charts PCBIX vs SMFYX
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
American Beacon Stephens Mid-Cap Gr Y
Price$42.20
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets659.45M
PCBIX vs SMFYX Comparison Chart in %
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PCBIX vs. SMFYX commentary
Aug 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PCBIX is a StrongBuy and SMFYX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. SMFYX (659M). PCBIX pays higher dividends than SMFYX: PCBIX (0.12) vs SMFYX (0.00). PCBIX was incepted earlier than SMFYX: PCBIX (24 years) vs SMFYX (13 years). SMFYX (0.99) is less costly to investors than PCBIX (0.67). SMFYX is a more actively managed with annual turnover of: 24.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than SMFYX: PCBIX (0) vs SMFYX (100000). SMFYX annual gain was more profitable for investors over the last year : 15.30 vs. PCBIX (9.35). PCBIX return over 5 years is better than : 46.92 vs. SMFYX (32.41).
| PCBIX | SMFYX | PCBIX / SMFYX | |
| Total Expense Ratio | 0.67 | 0.96 | 70% |
| Annual Report Gross Expense Ratio | 0.67 | 0.99 | 68% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 5.901 | 11.493 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5B | 659M | 4,932% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 9.35 | 15.30 | 61% |
| Returns for 3 years | 31.62 | 32.66 | 97% |
| Returns for 5 years | 46.92 | 32.41 | 145% |
| Returns for 10 years | 101.31 | 106.15 | 95% |
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