PMBPX
Price
$44.73
Change
+$0.01 (+0.02%)
Updated
Jun 5 closing price
Net Assets
30.91B
SFMRX
Price
$40.26
Change
+$0.06 (+0.15%)
Updated
Jun 5 closing price
Net Assets
646.09M
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PMBPX vs SFMRX

Header iconPMBPX vs SFMRX Comparison
Open Charts PMBPX vs SFMRXBanner chart's image
Principal MidCap R5
Price$44.73
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets30.91B
American Beacon Stephens Mid-Cap Gr R6
Price$40.26
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets646.09M
PMBPX vs SFMRX Comparison Chart
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PMBPX vs. SFMRX commentary
Jun 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 SFMRX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.9B vs. SFMRX (646M). 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. PMBPX annual gain was more profitable for investors over the last year : 10.51 vs. SFMRX (8.93). PMBPX return over 5 years is better than : 46.06 vs. SFMRX (36.43).
PMBPXSFMRXPMBPX / SFMRX
Total Expense Ratio0.830.8993%
Annual Report Gross Expense Ratio0.830.8993%
Fund Existence25 years6 years-
Gain YTD2.8994.92659%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets30.9B646M4,783%
Annual Yield % from dividends0.010.00-
Returns for 1 year10.518.93118%
Returns for 3 years35.3232.74108%
Returns for 5 years46.0636.43126%
Returns for 10 years95.61N/A-
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