PMBCX
Price
$33.62
Change
-$0.06 (-0.18%)
Updated
Jan 14 closing price
Net Assets
31.35B
SMFYX
Price
$35.59
Change
-$0.16 (-0.45%)
Updated
Jan 14 closing price
Net Assets
697.32M
Interact to see
Advertisement

PMBCX vs SMFYX

Header iconPMBCX vs SMFYX Comparison
Open Charts PMBCX vs SMFYXBanner chart's image
Principal MidCap C
Price$33.62
Change-$0.06 (-0.18%)
VolumeN/A
Net Assets31.35B
American Beacon Stephens Mid-Cap Gr Y
Price$35.59
Change-$0.16 (-0.45%)
VolumeN/A
Net Assets697.32M
PMBCX vs SMFYX Comparison Chart in %
View a ticker or compare two or three
VS
PMBCX vs. SMFYX commentary
Jan 15, 2026

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 Hold and SMFYX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.3B vs. SMFYX (697M). 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). PMBCX annual gain was more profitable for investors over the last year : -2.32 vs. SMFYX (-5.95). PMBCX return over 5 years is better than : 10.32 vs. SMFYX (-6.27).
PMBCXSMFYXPMBCX / SMFYX
Total Expense Ratio1.750.96182%
Annual Report Gross Expense Ratio1.750.99177%
Fund Existence19 years14 years-
Gain YTD2.6204.90053%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets31.3B697M4,491%
Annual Yield % from dividends0.000.00-
Returns for 1 year-2.32-5.9539%
Returns for 3 years24.7923.23107%
Returns for 5 years10.32-6.27-165%
Returns for 10 years96.50121.0580%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
FNDA33.400.02
+0.06%
Schwab Fundamental U.S. Small CompanyETF
OCTH24.02-0.03
-0.13%
Innovator Premium Income 20 Bar ETF Oct
SMDV68.46-0.11
-0.17%
ProShares Russell 2000 Dividend Growers
EMMF33.09-0.24
-0.72%
WisdomTree Emerging Markets Mltfctr
SEMG27.12-0.32
-1.17%
Suncoast Select Growth ETF