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PCBIX vs SMFYX
PCBIX vs SMFYX Comparison
Open Charts PCBIX vs SMFYX
Principal MidCap Institutional
Price$47.75
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets33.13B
American Beacon Stephens Mid-Cap Gr Y
Price$42.60
Change+$0.32 (+0.76%)
VolumeN/A
Net Assets680.55M
PCBIX vs SMFYX Comparison Chart in %
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PCBIX vs. SMFYX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33.1B vs. SMFYX (681M). PCBIX pays higher dividends than SMFYX: PCBIX (0.12) vs SMFYX (0.00). PCBIX was incepted earlier than SMFYX: PCBIX (25 years) vs SMFYX (14 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 : 17.81 vs. PCBIX (9.41). PCBIX return over 5 years is better than : 49.14 vs. SMFYX (36.10).
| PCBIX | SMFYX | PCBIX / SMFYX | |
| Total Expense Ratio | 0.67 | 0.96 | 70% |
| Annual Report Gross Expense Ratio | 0.67 | 0.99 | 68% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 7.135 | 12.550 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.1B | 681M | 4,860% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 9.41 | 17.81 | 53% |
| Returns for 3 years | 47.03 | 49.26 | 95% |
| Returns for 5 years | 49.14 | 36.10 | 136% |
| Returns for 10 years | 116.70 | 120.46 | 97% |
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