PMBPX
Price
$46.12
Change
+$0.08 (+0.17%)
Updated
Jul 9 closing price
Net Assets
31.98B
SFMIX
Price
$42.04
Change
+$0.31 (+0.74%)
Updated
Jul 9 closing price
Net Assets
660.69M
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PMBPX vs SFMIX

Header iconPMBPX vs SFMIX Comparison
Open Charts PMBPX vs SFMIXBanner chart's image
Principal MidCap R5
Price$46.12
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets31.98B
American Beacon Stephens Mid-Cap Gr R5
Price$42.04
Change+$0.31 (+0.74%)
VolumeN/A
Net Assets660.69M
PMBPX vs SFMIX Comparison Chart in %
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PMBPX vs. SFMIX commentary
Jul 11, 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 Buy and SFMIX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32B vs. SFMIX (661M). PMBPX pays higher dividends than SFMIX: PMBPX (0.01) vs SFMIX (0.00). PMBPX was incepted earlier than SFMIX: PMBPX (25 years) vs SFMIX (19 years). SFMIX (0.90) is less costly to investors than PMBPX (0.83). SFMIX is a more actively managed with annual turnover of: 24.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than SFMIX: PMBPX (0) vs SFMIX (250000). PMBPX annual gain was more profitable for investors over the last year : 14.79 vs. SFMIX (13.77). PMBPX return over 5 years is better than : 56.88 vs. SFMIX (35.49).
PMBPXSFMIXPMBPX / SFMIX
Total Expense Ratio0.830.9092%
Annual Report Gross Expense Ratio0.830.9092%
Fund Existence25 years19 years-
Gain YTD5.9368.87067%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets32B661M4,841%
Annual Yield % from dividends0.010.00-
Returns for 1 year14.7913.77107%
Returns for 3 years49.2543.90112%
Returns for 5 years56.8835.49160%
Returns for 10 years101.56102.5699%
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