PMBPX
Price
$46.38
Change
+$0.06 (+0.13%)
Updated
Jul 18 closing price
Net Assets
32.44B
SFMRX
Price
$42.15
Change
+$0.06 (+0.14%)
Updated
Jul 18 closing price
Net Assets
663.58M
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PMBPX vs SFMRX

Header iconPMBPX vs SFMRX Comparison
Open Charts PMBPX vs SFMRXBanner chart's image
Principal MidCap R5
Price$46.38
Change+$0.06 (+0.13%)
VolumeN/A
Net Assets32.44B
American Beacon Stephens Mid-Cap Gr R6
Price$42.15
Change+$0.06 (+0.14%)
VolumeN/A
Net Assets663.58M
PMBPX vs SFMRX Comparison Chart in %
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PMBPX vs. SFMRX commentary
Jul 21, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.4B vs. SFMRX (664M). PMBPX pays higher dividends than SFMRX: PMBPX (0.01) vs SFMRX (0.00). PMBPX was incepted earlier than SFMRX: PMBPX (25 years) vs SFMRX (7 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 : 14.76 vs. PMBPX (12.15). PMBPX return over 5 years is better than : 53.89 vs. SFMRX (36.45).
PMBPXSFMRXPMBPX / SFMRX
Total Expense Ratio0.830.8993%
Annual Report Gross Expense Ratio0.830.8993%
Fund Existence25 years7 years-
Gain YTD6.7199.85168%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets32.4B664M4,880%
Annual Yield % from dividends0.010.00-
Returns for 1 year12.1514.7682%
Returns for 3 years46.9744.25106%
Returns for 5 years53.8936.45148%
Returns for 10 years101.99N/A-
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