PMBCX
Price
$35.64
Change
+$0.17 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
SMFYX
Price
$42.92
Change
+$0.04 (+0.09%)
Updated
Oct 17 closing price
Net Assets
750.25M
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PMBCX vs SMFYX

Header iconPMBCX vs SMFYX Comparison
Open Charts PMBCX vs SMFYXBanner chart's image
Principal MidCap C
Price$35.64
Change+$0.17 (+0.48%)
VolumeN/A
Net Assets31.76B
American Beacon Stephens Mid-Cap Gr Y
Price$42.92
Change+$0.04 (+0.09%)
VolumeN/A
Net Assets750.25M
PMBCX vs SMFYX Comparison Chart in %
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PMBCX vs. SMFYX commentary
Oct 19, 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 PMBCX is a Buy and SMFYX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.8B vs. SMFYX (750M). PMBCX (0.00) and SMFYX (0.00) have matching dividends . PMBCX was incepted earlier than SMFYX: PMBCX (19 years) vs SMFYX (14 years). PMBCX (1.75) is less costly to investors than SMFYX (0.99). SMFYX is a more actively managed with annual turnover of: 24.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than SMFYX: PMBCX (1000) vs SMFYX (100000). SMFYX annual gain was more profitable for investors over the last year : 10.82 vs. PMBCX (-4.45). SMFYX return over 5 years is better than : 29.16 vs. PMBCX (25.71).
PMBCXSMFYXPMBCX / SMFYX
Total Expense Ratio1.750.96182%
Annual Report Gross Expense Ratio1.750.99177%
Fund Existence19 years14 years-
Gain YTD1.53813.39511%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets31.8B750M4,240%
Annual Yield % from dividends0.000.00-
Returns for 1 year-4.4510.82-41%
Returns for 3 years42.5656.8175%
Returns for 5 years25.7129.1688%
Returns for 10 years73.94126.7458%
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