PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
SFMIX
Price
$42.04
Change
+$0.39 (+0.94%)
Updated
Jul 3 closing price
Net Assets
663.43M
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PMBJX vs SFMIX

Header iconPMBJX vs SFMIX Comparison
Open Charts PMBJX vs SFMIXBanner chart's image
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
American Beacon Stephens Mid-Cap Gr R5
Price$42.04
Change+$0.39 (+0.94%)
VolumeN/A
Net Assets663.43M
PMBJX vs SFMIX Comparison Chart in %
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PMBJX vs. SFMIX commentary
Jul 06, 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 StrongBuy and SFMIX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. SFMIX (663M). PMBJX pays higher dividends than SFMIX: PMBJX (0.06) vs SFMIX (0.00). PMBJX was incepted earlier than SFMIX: PMBJX (24 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). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. SFMIX (14.08). PMBJX return over 5 years is better than : 58.39 vs. SFMIX (39.21).
PMBJXSFMIXPMBJX / SFMIX
Total Expense Ratio0.780.9087%
Annual Report Gross Expense Ratio0.780.9087%
Fund Existence24 years19 years-
Gain YTD7.0579.67973%
Front LoadN/AN/A-
Min. Initial Investment10002500000%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B663M4,872%
Annual Yield % from dividends0.060.00-
Returns for 1 year15.2614.08108%
Returns for 3 years51.7950.14103%
Returns for 5 years58.3939.21149%
Returns for 10 years100.46105.7395%
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