PMBPX
Price
$46.65
Change
+$0.47 (+1.02%)
Updated
Sep 4 closing price
Net Assets
32.77B
SFMIX
Price
$43.15
Change
+$0.32 (+0.75%)
Updated
Sep 4 closing price
Net Assets
675.64M
Interact to see
Advertisement

PMBPX vs SFMIX

Header iconPMBPX vs SFMIX Comparison
Open Charts PMBPX vs SFMIXBanner chart's image
Principal MidCap R5
Price$46.65
Change+$0.47 (+1.02%)
VolumeN/A
Net Assets32.77B
American Beacon Stephens Mid-Cap Gr R5
Price$43.15
Change+$0.32 (+0.75%)
VolumeN/A
Net Assets675.64M
PMBPX vs SFMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PMBPX vs. SFMIX commentary
Sep 06, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.8B vs. SFMIX (676M). 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). SFMIX annual gain was more profitable for investors over the last year : 17.41 vs. PMBPX (7.58). PMBPX return over 5 years is better than : 46.34 vs. SFMIX (36.72).
PMBPXSFMIXPMBPX / SFMIX
Total Expense Ratio0.830.9092%
Annual Report Gross Expense Ratio0.830.9092%
Fund Existence25 years19 years-
Gain YTD6.25912.57550%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.8B676M4,852%
Annual Yield % from dividends0.010.00-
Returns for 1 year7.5817.4144%
Returns for 3 years44.9149.4691%
Returns for 5 years46.3436.72126%
Returns for 10 years114.69128.7189%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
CLNN5.950.36
+6.44%
Clene Inc.
QRVO92.201.32
+1.45%
Qorvo
LPBBU10.68N/A
N/A
Launch Two Acquisition Corp
MNR14.10-0.03
-0.21%
Mach Natural Resources LP
RCKT3.23-0.09
-2.71%
Rocket Pharmaceuticals