PMBJX
Price
$39.47
Change
-$2.07 (-4.98%)
Updated
Dec 11 closing price
Net Assets
29.83B
SFMIX
Price
$44.45
Change
+$0.21 (+0.47%)
Updated
Dec 11 closing price
Net Assets
749.26M
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PMBJX vs SFMIX

Header iconPMBJX vs SFMIX Comparison
Open Charts PMBJX vs SFMIXBanner chart's image
Principal MidCap J
Price$39.47
Change-$2.07 (-4.98%)
VolumeN/A
Net Assets29.83B
American Beacon Stephens Mid-Cap Gr R5
Price$44.45
Change+$0.21 (+0.47%)
VolumeN/A
Net Assets749.26M
PMBJX vs SFMIX Comparison Chart in %
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PMBJX vs. SFMIX commentary
Dec 13, 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 PMBJX is a Hold and SFMIX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 29.8B vs. SFMIX (749M). PMBJX pays higher dividends than SFMIX: PMBJX (0.06) vs SFMIX (0.00). PMBJX was incepted earlier than SFMIX: PMBJX (25 years) vs SFMIX (19 years). SFMIX (0.90) is less costly to investors than PMBJX (0.78). SFMIX is a more actively managed with annual turnover of: 24.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than SFMIX: PMBJX (1000) vs SFMIX (250000). SFMIX annual gain was more profitable for investors over the last year : 5.88 vs. PMBJX (-11.31). SFMIX return over 5 years is better than : 22.79 vs. PMBJX (20.70).
PMBJXSFMIXPMBJX / SFMIX
Total Expense Ratio0.780.9087%
Annual Report Gross Expense Ratio0.780.9087%
Fund Existence25 years19 years-
Gain YTD-3.28415.967-21%
Front LoadN/AN/A-
Min. Initial Investment10002500000%
Min. Initial Investment IRAN/AN/A-
Net Assets29.8B749M3,979%
Annual Yield % from dividends0.060.00-
Returns for 1 year-11.315.88-192%
Returns for 3 years28.3549.8157%
Returns for 5 years20.7022.7991%
Returns for 10 years91.84137.2767%
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