PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
SMFYX
Price
$41.51
Change
+$0.38 (+0.92%)
Updated
Jul 3 closing price
Net Assets
663.43M
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PMBJX vs SMFYX

Header iconPMBJX vs SMFYX Comparison
Open Charts PMBJX vs SMFYXBanner 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 Y
Price$41.51
Change+$0.38 (+0.92%)
VolumeN/A
Net Assets663.43M
PMBJX vs SMFYX Comparison Chart in %
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PMBJX vs. SMFYX commentary
Jul 07, 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 SMFYX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. SMFYX (663M). PMBJX pays higher dividends than SMFYX: PMBJX (0.06) vs SMFYX (0.00). PMBJX was incepted earlier than SMFYX: PMBJX (24 years) vs SMFYX (13 years). SMFYX (0.99) is less costly to investors than PMBJX (0.78). SMFYX is a more actively managed with annual turnover of: 24.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than SMFYX: PMBJX (1000) vs SMFYX (100000). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. SMFYX (13.98). PMBJX return over 5 years is better than : 58.39 vs. SMFYX (38.60).
PMBJXSMFYXPMBJX / SMFYX
Total Expense Ratio0.780.9681%
Annual Report Gross Expense Ratio0.780.9979%
Fund Existence24 years13 years-
Gain YTD7.0579.67073%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B663M4,872%
Annual Yield % from dividends0.060.00-
Returns for 1 year15.2613.98109%
Returns for 3 years51.7949.80104%
Returns for 5 years58.3938.60151%
Returns for 10 years100.46103.5197%
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