PMBPX
Price
$46.52
Change
+$0.48 (+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
Interact to see
Advertisement

PMBPX vs SFMIX

Header iconPMBPX vs SFMIX Comparison
Open Charts PMBPX vs SFMIXBanner chart's image
Principal MidCap R5
Price$46.52
Change+$0.48 (+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
PMBPX vs SFMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PMBPX 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 PMBPX is a StrongBuy and SFMIX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. SFMIX (663M). 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). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. SFMIX (14.08). PMBPX return over 5 years is better than : 59.60 vs. SFMIX (39.21).
PMBPXSFMIXPMBPX / SFMIX
Total Expense Ratio0.830.9092%
Annual Report Gross Expense Ratio0.830.9092%
Fund Existence25 years19 years-
Gain YTD7.0419.67973%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B663M4,872%
Annual Yield % from dividends0.010.00-
Returns for 1 year15.4114.08109%
Returns for 3 years52.3950.14104%
Returns for 5 years59.6039.21152%
Returns for 10 years104.46105.7399%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
STRT69.982.75
+4.09%
STRATTEC SECURITY Corp
PSBD14.030.18
+1.30%
Palmer Square Capital BDC
CPK123.031.16
+0.95%
Chesapeake Utilities
USFD78.420.69
+0.89%
US Foods Holding Corp
ESGL3.10-0.07
-2.06%
ESGL Holdings Limited