PMBPX
Price
$45.36
Change
+$0.40 (+0.89%)
Updated
Jun 26 closing price
Net Assets
30.94B
SFMRX
Price
$41.62
Change
+$0.45 (+1.09%)
Updated
Jun 26 closing price
Net Assets
652.51M
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PMBPX vs SFMRX

Header iconPMBPX vs SFMRX Comparison
Open Charts PMBPX vs SFMRXBanner chart's image
Principal MidCap R5
Price$45.36
Change+$0.40 (+0.89%)
VolumeN/A
Net Assets30.94B
American Beacon Stephens Mid-Cap Gr R6
Price$41.62
Change+$0.45 (+1.09%)
VolumeN/A
Net Assets652.51M
PMBPX vs SFMRX Comparison Chart in %
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PMBPX vs. SFMRX commentary
Jun 27, 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: 30.9B vs. SFMRX (653M). PMBPX pays higher dividends than SFMRX: PMBPX (0.01) vs SFMRX (0.00). PMBPX was incepted earlier than SFMRX: PMBPX (25 years) vs SFMRX (6 years). SFMRX (0.89) is less costly to investors than PMBPX (0.83). SFMRX is a more actively managed with annual turnover of: 24.00 vs. PMBPX (10.50). PMBPX (0) and SFMRX (0) have matching initial minimum investment requirements. SFMRX annual gain was more profitable for investors over the last year : 13.68 vs. PMBPX (11.82). PMBPX return over 5 years is better than : 59.73 vs. SFMRX (42.78).
PMBPXSFMRXPMBPX / SFMRX
Total Expense Ratio0.830.8993%
Annual Report Gross Expense Ratio0.830.8993%
Fund Existence25 years6 years-
Gain YTD3.4518.47041%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets30.9B653M4,732%
Annual Yield % from dividends0.010.00-
Returns for 1 year11.8213.6886%
Returns for 3 years45.7544.01104%
Returns for 5 years59.7342.78140%
Returns for 10 years99.17N/A-
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