PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
31.03B
SFMIX
Price
$40.06
Change
-$0.44 (-1.09%)
Updated
Jun 13 closing price
Net Assets
647.12M
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PMBPX vs SFMIX

Header iconPMBPX vs SFMIX Comparison
Open Charts PMBPX vs SFMIXBanner chart's image
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets31.03B
American Beacon Stephens Mid-Cap Gr R5
Price$40.06
Change-$0.44 (-1.09%)
VolumeN/A
Net Assets647.12M
PMBPX vs SFMIX Comparison Chart
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PMBPX vs. SFMIX commentary
Jun 14, 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 Hold and SFMIX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31B vs. SFMIX (647M). 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 : 10.26 vs. SFMIX (9.39). PMBPX return over 5 years is better than : 54.31 vs. SFMIX (41.26).
PMBPXSFMIXPMBPX / SFMIX
Total Expense Ratio0.830.9092%
Annual Report Gross Expense Ratio0.830.9092%
Fund Existence25 years19 years-
Gain YTD1.9334.51343%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets31B647M4,791%
Annual Yield % from dividends0.010.00-
Returns for 1 year10.269.39109%
Returns for 3 years49.5246.74106%
Returns for 5 years54.3141.26132%
Returns for 10 years92.6892.76100%
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