PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
SFMIX
Price
$42.89
Change
+$0.30 (+0.70%)
Updated
Jul 25 closing price
Net Assets
666.74M
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PMBPX vs SFMIX

Header iconPMBPX vs SFMIX Comparison
Open Charts PMBPX vs SFMIXBanner chart's image
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
American Beacon Stephens Mid-Cap Gr R5
Price$42.89
Change+$0.30 (+0.70%)
VolumeN/A
Net Assets666.74M
PMBPX vs SFMIX Comparison Chart in %
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PMBPX vs. SFMIX commentary
Jul 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 PMBPX is a StrongBuy and SFMIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. SFMIX (667M). PMBPX pays higher dividends than SFMIX: PMBPX (0.01) vs SFMIX (0.00). PMBPX was incepted earlier than SFMIX: PMBPX (25 years) vs SFMIX (19 years). SFMIX (0.90) is less costly to investors than PMBPX (0.83). SFMIX is a more actively managed with annual turnover of: 24.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than SFMIX: PMBPX (0) vs SFMIX (250000). SFMIX annual gain was more profitable for investors over the last year : 18.38 vs. PMBPX (13.61). PMBPX return over 5 years is better than : 56.25 vs. SFMIX (38.71).
PMBPXSFMIXPMBPX / SFMIX
Total Expense Ratio0.830.9092%
Annual Report Gross Expense Ratio0.830.9092%
Fund Existence25 years19 years-
Gain YTD8.60611.89772%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B667M4,978%
Annual Yield % from dividends0.010.00-
Returns for 1 year13.6118.3874%
Returns for 3 years49.3847.74103%
Returns for 5 years56.2538.71145%
Returns for 10 years107.27109.5898%
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