PMBCX
Price
$34.61
Change
-$0.01 (-0.03%)
Updated
Nov 18 closing price
Net Assets
30.87B
SMFYX
Price
$41.29
Change
+$0.05 (+0.12%)
Updated
Nov 18 closing price
Net Assets
712.92M
Interact to see
Advertisement

PMBCX vs SMFYX

Header iconPMBCX vs SMFYX Comparison
Open Charts PMBCX vs SMFYXBanner chart's image
Principal MidCap C
Price$34.61
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets30.87B
American Beacon Stephens Mid-Cap Gr Y
Price$41.29
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets712.92M
PMBCX vs SMFYX Comparison Chart in %
View a ticker or compare two or three
VS
PMBCX vs. SMFYX commentary
Nov 20, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.9B vs. SMFYX (713M). 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 : 4.03 vs. PMBCX (-7.85). SMFYX return over 5 years is better than : 20.91 vs. PMBCX (16.14).
PMBCXSMFYXPMBCX / SMFYX
Total Expense Ratio1.750.96182%
Annual Report Gross Expense Ratio1.750.99177%
Fund Existence19 years14 years-
Gain YTD-1.3689.089-15%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets30.9B713M4,334%
Annual Yield % from dividends0.000.00-
Returns for 1 year-7.854.03-195%
Returns for 3 years26.9542.0964%
Returns for 5 years16.1420.9177%
Returns for 10 years65.65114.2857%
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 %
MEDI31.720.21
+0.67%
Harbor Health Care ETF
BCV21.710.08
+0.37%
Bancroft Fund Ltd
LVHD40.160.12
+0.30%
Franklin U.S. Low Volatility Hi Div ETF
RSPA50.020.05
+0.10%
Invesco S&P 500 Eq Wght Inc Adv ETF
ACWX65.14-0.60
-0.91%
iShares MSCI ACWI ex US ETF