PMBMX
Price
$39.51
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
STMGX
Price
$26.05
Change
+$0.01 (+0.04%)
Updated
Dec 26 closing price
Net Assets
687.78M
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PMBMX vs STMGX

Header iconPMBMX vs STMGX Comparison
Open Charts PMBMX vs STMGXBanner chart's image
Principal MidCap R3
Price$39.51
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
American Beacon Stephens Mid-Cap Gr I
Price$26.05
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets687.78M
PMBMX vs STMGX Comparison Chart in %
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PMBMX vs. STMGX commentary
Dec 27, 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 PMBMX is a Hold and STMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.2B vs. STMGX (688M). PMBMX pays higher dividends than STMGX: PMBMX (0.02) vs STMGX (0.00). PMBMX was incepted earlier than STMGX: PMBMX (25 years) vs STMGX (20 years). STMGX (1.22) is less costly to investors than PMBMX (1.14). STMGX is a more actively managed with annual turnover of: 24.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than STMGX: PMBMX (0) vs STMGX (2500). PMBMX annual gain was more profitable for investors over the last year : -5.21 vs. STMGX (-16.40). PMBMX return over 5 years is better than : 16.99 vs. STMGX (-16.21).
PMBMXSTMGXPMBMX / STMGX
Total Expense Ratio1.141.1698%
Annual Report Gross Expense Ratio1.141.2293%
Fund Existence25 years20 years-
Gain YTD-3.280-14.25323%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets31.2B688M4,535%
Annual Yield % from dividends0.020.00-
Returns for 1 year-5.21-16.4032%
Returns for 3 years36.8916.71221%
Returns for 5 years16.99-16.21-105%
Returns for 10 years93.6362.30150%
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