PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
SMFAX
Price
$33.03
Change
+$0.31 (+0.95%)
Updated
Jul 3 closing price
Net Assets
663.43M
Interact to see
Advertisement

PMBPX vs SMFAX

Header iconPMBPX vs SMFAX Comparison
Open Charts PMBPX vs SMFAXBanner 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 A
Price$33.03
Change+$0.31 (+0.95%)
VolumeN/A
Net Assets663.43M
PMBPX vs SMFAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PMBPX vs. SMFAX commentary
Jul 07, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. SMFAX (663M). 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 : 15.41 vs. SMFAX (12.62). PMBPX return over 5 years is better than : 59.60 vs. SMFAX (32.70).
PMBPXSMFAXPMBPX / SMFAX
Total Expense Ratio0.831.2169%
Annual Report Gross Expense Ratio0.831.3960%
Fund Existence25 years13 years-
Gain YTD7.0419.55274%
Front LoadN/A6%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B663M4,872%
Annual Yield % from dividends0.010.00-
Returns for 1 year15.4112.62122%
Returns for 3 years52.3946.34113%
Returns for 5 years59.6032.70182%
Returns for 10 years104.4683.96124%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
AGQ49.440.70
+1.44%
ProShares Ultra Silver
ZAP26.870.35
+1.34%
Global X U.S. Electrification ETF
FLC17.090.06
+0.35%
Flaherty & Crumrine Total Return Fund
FNDF40.500.07
+0.17%
Schwab Fundamental International Eq ETF
KTEC15.85-0.08
-0.50%
KraneShares Hang Seng TECH ETF