PMBCX
Price
$35.69
Change
-$0.55 (-1.52%)
Updated
Oct 10 closing price
Net Assets
32.13B
SMFYX
Price
$42.36
Change
-$1.34 (-3.07%)
Updated
Oct 10 closing price
Net Assets
742.32M
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PMBCX vs SMFYX

Header iconPMBCX vs SMFYX Comparison
Open Charts PMBCX vs SMFYXBanner chart's image
Principal MidCap C
Price$35.69
Change-$0.55 (-1.52%)
VolumeN/A
Net Assets32.13B
American Beacon Stephens Mid-Cap Gr Y
Price$42.36
Change-$1.34 (-3.07%)
VolumeN/A
Net Assets742.32M
PMBCX vs SMFYX Comparison Chart in %
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PMBCX vs. SMFYX commentary
Oct 13, 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 PMBCX is a Hold and SMFYX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.1B vs. SMFYX (742M). PMBCX (0.00) and SMFYX (0.00) have matching dividends . PMBCX was incepted earlier than SMFYX: PMBCX (19 years) vs SMFYX (14 years). PMBCX (1.75) is less costly to investors than SMFYX (0.99). SMFYX is a more actively managed with annual turnover of: 24.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than SMFYX: PMBCX (1000) vs SMFYX (100000). SMFYX annual gain was more profitable for investors over the last year : 14.16 vs. PMBCX (-0.08). SMFYX return over 5 years is better than : 32.38 vs. PMBCX (27.52).
PMBCXSMFYXPMBCX / SMFYX
Total Expense Ratio1.750.96182%
Annual Report Gross Expense Ratio1.750.99177%
Fund Existence19 years14 years-
Gain YTD3.24815.45621%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets32.1B742M4,326%
Annual Yield % from dividends0.000.00-
Returns for 1 year-0.0814.16-1%
Returns for 3 years48.4064.5375%
Returns for 5 years27.5232.3885%
Returns for 10 years78.70132.1860%
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