PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.48B
SFMRX
Price
$42.81
Change
+$0.04 (+0.09%)
Updated
Aug 15 closing price
Net Assets
659.45M
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PMBPX vs SFMRX

Header iconPMBPX vs SFMRX Comparison
Open Charts PMBPX vs SFMRXBanner chart's image
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.48B
American Beacon Stephens Mid-Cap Gr R6
Price$42.81
Change+$0.04 (+0.09%)
VolumeN/A
Net Assets659.45M
PMBPX vs SFMRX Comparison Chart in %
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PMBPX vs. SFMRX commentary
Aug 17, 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 SFMRX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. SFMRX (659M). PMBPX pays higher dividends than SFMRX: PMBPX (0.01) vs SFMRX (0.00). PMBPX was incepted earlier than SFMRX: PMBPX (25 years) vs SFMRX (7 years). SFMRX (0.89) is less costly to investors than PMBPX (0.83). SFMRX is a more actively managed with annual turnover of: 24.00 vs. PMBPX (10.50). PMBPX (0) and SFMRX (0) have matching initial minimum investment requirements. SFMRX annual gain was more profitable for investors over the last year : 15.45 vs. PMBPX (9.12). PMBPX return over 5 years is better than : 45.20 vs. SFMRX (33.12).
PMBPXSFMRXPMBPX / SFMRX
Total Expense Ratio0.830.8993%
Annual Report Gross Expense Ratio0.830.8993%
Fund Existence25 years7 years-
Gain YTD5.79811.57250%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets32.5B659M4,932%
Annual Yield % from dividends0.010.00-
Returns for 1 year9.1215.4559%
Returns for 3 years30.7533.0793%
Returns for 5 years45.2033.12136%
Returns for 10 years96.67N/A-
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