PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
31.03B
SMFAX
Price
$31.47
Change
-$0.35 (-1.10%)
Updated
Jun 13 closing price
Net Assets
647.12M
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PMBPX vs SMFAX

Header iconPMBPX vs SMFAX Comparison
Open Charts PMBPX vs SMFAXBanner 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 A
Price$31.47
Change-$0.35 (-1.10%)
VolumeN/A
Net Assets647.12M
PMBPX vs SMFAX Comparison Chart
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PMBPX vs. SMFAX 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 SMFAX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31B vs. SMFAX (647M). 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). PMBPX annual gain was more profitable for investors over the last year : 10.26 vs. SMFAX (7.96). PMBPX return over 5 years is better than : 54.31 vs. SMFAX (34.60).
PMBPXSMFAXPMBPX / SMFAX
Total Expense Ratio0.831.2169%
Annual Report Gross Expense Ratio0.831.3960%
Fund Existence25 years13 years-
Gain YTD1.9334.37844%
Front LoadN/A6%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets31B647M4,791%
Annual Yield % from dividends0.010.00-
Returns for 1 year10.267.96129%
Returns for 3 years49.5242.92115%
Returns for 5 years54.3134.60157%
Returns for 10 years92.6872.31128%
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