PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
SFMRX
Price
$40.11
Change
-$0.45 (-1.11%)
Updated
Jun 13 closing price
Net Assets
638.95M
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PMBJX vs SFMRX

Header iconPMBJX vs SFMRX Comparison
Open Charts PMBJX vs SFMRXBanner chart's image
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets30.56B
American Beacon Stephens Mid-Cap Gr R6
Price$40.11
Change-$0.45 (-1.11%)
VolumeN/A
Net Assets638.95M
PMBJX vs SFMRX Comparison Chart
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PMBJX vs. SFMRX commentary
Jun 15, 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 SFMRX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. SFMRX (639M). PMBJX pays higher dividends than SFMRX: PMBJX (0.06) vs SFMRX (0.00). PMBJX was incepted earlier than SFMRX: PMBJX (24 years) vs SFMRX (6 years). SFMRX (0.89) is less costly to investors than PMBJX (0.78). SFMRX is a more actively managed with annual turnover of: 24.00 vs. PMBJX (10.50). SFMRX has a lower initial minimum investment than PMBJX: SFMRX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 10.12 vs. SFMRX (9.38). PMBJX return over 5 years is better than : 53.13 vs. SFMRX (41.38).
PMBJXSFMRXPMBJX / SFMRX
Total Expense Ratio0.780.8988%
Annual Report Gross Expense Ratio0.780.8988%
Fund Existence24 years6 years-
Gain YTD1.9604.53543%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B639M4,789%
Annual Yield % from dividends0.060.00-
Returns for 1 year10.129.38108%
Returns for 3 years48.9646.76105%
Returns for 5 years53.1341.38128%
Returns for 10 years88.94N/A-
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