PMBPX
Price
$45.82
Change
+$0.34 (+0.75%)
Updated
Sep 26 closing price
Net Assets
33.04B
STMGX
Price
$34.42
Change
+$0.34 (+1.00%)
Updated
Sep 26 closing price
Net Assets
681.93M
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PMBPX vs STMGX

Header iconPMBPX vs STMGX Comparison
Open Charts PMBPX vs STMGXBanner chart's image
Principal MidCap R5
Price$45.82
Change+$0.34 (+0.75%)
VolumeN/A
Net Assets33.04B
American Beacon Stephens Mid-Cap Gr I
Price$34.42
Change+$0.34 (+1.00%)
VolumeN/A
Net Assets681.93M
PMBPX vs STMGX Comparison Chart in %
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PMBPX vs. STMGX commentary
Sep 29, 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 STMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. STMGX (682M). PMBPX pays higher dividends than STMGX: PMBPX (0.01) vs STMGX (0.00). PMBPX was incepted earlier than STMGX: PMBPX (25 years) vs STMGX (20 years). STMGX (1.22) is less costly to investors than PMBPX (0.83). STMGX is a more actively managed with annual turnover of: 24.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than STMGX: PMBPX (0) vs STMGX (2500). STMGX annual gain was more profitable for investors over the last year : 12.45 vs. PMBPX (2.56). PMBPX return over 5 years is better than : 48.73 vs. STMGX (33.72).
PMBPXSTMGXPMBPX / STMGX
Total Expense Ratio0.831.1672%
Annual Report Gross Expense Ratio0.831.2268%
Fund Existence25 years20 years-
Gain YTD5.43013.29841%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets33B682M4,839%
Annual Yield % from dividends0.010.00-
Returns for 1 year2.5612.4521%
Returns for 3 years56.2358.5496%
Returns for 5 years48.7333.72145%
Returns for 10 years123.12116.83105%
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