PMBJX
Price
$43.19
Change
-$0.13 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.57B
SMFAX
Price
$33.57
Change
+$0.03 (+0.09%)
Updated
Aug 15 closing price
Net Assets
659.06M
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PMBJX vs SMFAX

Header iconPMBJX vs SMFAX Comparison
Open Charts PMBJX vs SMFAXBanner chart's image
Principal MidCap J
Price$43.19
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets32.57B
American Beacon Stephens Mid-Cap Gr A
Price$33.57
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets659.06M
PMBJX vs SMFAX Comparison Chart in %
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PMBJX vs. SMFAX commentary
Aug 16, 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 PMBJX is a Buy and SMFAX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.6B vs. SMFAX (659M). PMBJX pays higher dividends than SMFAX: PMBJX (0.06) vs SMFAX (0.00). PMBJX was incepted earlier than SMFAX: PMBJX (24 years) vs SMFAX (13 years). SMFAX (1.39) is less costly to investors than PMBJX (0.78). SMFAX is a more actively managed with annual turnover of: 24.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than SMFAX: PMBJX (1000) vs SMFAX (2500). SMFAX annual gain was more profitable for investors over the last year : 13.95 vs. PMBJX (9.29). PMBJX return over 5 years is better than : 44.49 vs. SMFAX (26.77).
PMBJXSMFAXPMBJX / SMFAX
Total Expense Ratio0.781.2164%
Annual Report Gross Expense Ratio0.781.3956%
Fund Existence24 years13 years-
Gain YTD6.15011.34354%
Front LoadN/A6%-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets32.6B659M4,947%
Annual Yield % from dividends0.060.00-
Returns for 1 year9.2913.9567%
Returns for 3 years30.6429.61103%
Returns for 5 years44.4926.77166%
Returns for 10 years93.4886.36108%
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