PMBPX
Price
$42.14
Change
+$0.56 (+1.35%)
Updated
Apr 23 closing price
Net Assets
28.46B
SFMRX
Price
$35.13
Change
+$0.63 (+1.83%)
Updated
Apr 23 closing price
Net Assets
818.47M
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PMBPX vs SFMRX

Header iconPMBPX vs SFMRX Comparison
Open Charts PMBPX vs SFMRXBanner chart's image
Principal MidCap R5
Price$42.14
Change+$0.56 (+1.35%)
VolumeN/A
Net Assets28.46B
American Beacon Stephens Mid-Cap Gr R6
Price$35.13
Change+$0.63 (+1.83%)
VolumeN/A
Net Assets818.47M
PMBPX vs SFMRX Comparison Chart
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PMBPX vs. SFMRX commentary
Apr 24, 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 SFMRX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.5B vs. SFMRX (818M). PMBPX pays higher dividends than SFMRX: PMBPX (0.01) vs SFMRX (0.00). PMBPX was incepted earlier than SFMRX: PMBPX (24 years) vs SFMRX (6 years). SFMRX (0.90) is less costly to investors than PMBPX (0.84). SFMRX is a more actively managed with annual turnover of: 16.00 vs. PMBPX (10.50). PMBPX (0) and SFMRX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 5.76 vs. SFMRX (-4.72). PMBPX return over 5 years is better than : 65.80 vs. SFMRX (38.28).
PMBPXSFMRXPMBPX / SFMRX
Total Expense Ratio0.840.8994%
Annual Report Gross Expense Ratio0.840.9093%
Fund Existence24 years6 years-
Gain YTD-4.326-10.08643%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets28.5B818M3,484%
Annual Yield % from dividends0.010.00-
Returns for 1 year5.76-4.72-122%
Returns for 3 years21.346.71318%
Returns for 5 years65.8038.28172%
Returns for 10 years78.76N/A-
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