PMBPX
Price
$43.19
Change
+$0.16 (+0.37%)
Updated
May 1 closing price
Net Assets
29.49B
SFMIX
Price
$36.52
Change
+$0.08 (+0.22%)
Updated
May 1 closing price
Net Assets
679.22M
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PMBPX vs SFMIX

Header iconPMBPX vs SFMIX Comparison
Open Charts PMBPX vs SFMIXBanner chart's image
Principal MidCap R5
Price$43.19
Change+$0.16 (+0.37%)
VolumeN/A
Net Assets29.49B
American Beacon Stephens Mid-Cap Gr R5
Price$36.52
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets679.22M
PMBPX vs SFMIX Comparison Chart
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PMBPX vs. SFMIX commentary
May 02, 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: 29.5B vs. SFMIX (679M). PMBPX pays higher dividends than SFMIX: PMBPX (0.01) vs SFMIX (0.00). PMBPX was incepted earlier than SFMIX: PMBPX (24 years) vs SFMIX (19 years). SFMIX (0.91) 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 : 10.26 vs. SFMIX (1.70). PMBPX return over 5 years is better than : 68.69 vs. SFMIX (45.44).
PMBPXSFMIXPMBPX / SFMIX
Total Expense Ratio0.830.9092%
Annual Report Gross Expense Ratio0.830.9191%
Fund Existence24 years19 years-
Gain YTD-0.989-4.72221%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets29.5B679M4,345%
Annual Yield % from dividends0.010.00-
Returns for 1 year10.261.70604%
Returns for 3 years29.6215.68189%
Returns for 5 years68.6945.44151%
Returns for 10 years86.0379.58108%
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