PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.48B
SMFAX
Price
$33.57
Change
+$0.03 (+0.09%)
Updated
Aug 15 closing price
Net Assets
659.45M
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PMBPX vs SMFAX

Header iconPMBPX vs SMFAX Comparison
Open Charts PMBPX vs SMFAXBanner 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 A
Price$33.57
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets659.45M
PMBPX vs SMFAX Comparison Chart in %
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PMBPX vs. SMFAX commentary
Aug 18, 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 SMFAX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. SMFAX (659M). PMBPX pays higher dividends than SMFAX: PMBPX (0.01) vs SMFAX (0.00). PMBPX was incepted earlier than SMFAX: PMBPX (25 years) vs SMFAX (13 years). SMFAX (1.39) is less costly to investors than PMBPX (0.83). SMFAX is a more actively managed with annual turnover of: 24.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than SMFAX: PMBPX (0) vs SMFAX (2500). SMFAX annual gain was more profitable for investors over the last year : 13.95 vs. PMBPX (9.12). PMBPX return over 5 years is better than : 45.20 vs. SMFAX (26.77).
PMBPXSMFAXPMBPX / SMFAX
Total Expense Ratio0.831.2169%
Annual Report Gross Expense Ratio0.831.3960%
Fund Existence25 years13 years-
Gain YTD5.79811.34351%
Front LoadN/A6%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets32.5B659M4,932%
Annual Yield % from dividends0.010.00-
Returns for 1 year9.1213.9565%
Returns for 3 years30.7529.61104%
Returns for 5 years45.2026.77169%
Returns for 10 years96.6786.36112%
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