PMBPX
Price
$46.68
Change
+$0.03 (+0.06%)
Updated
Aug 28 closing price
Net Assets
32.88B
SFMRX
Price
$43.57
Change
+$0.34 (+0.79%)
Updated
Aug 28 closing price
Net Assets
658.25M
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PMBPX vs SFMRX

Header iconPMBPX vs SFMRX Comparison
Open Charts PMBPX vs SFMRXBanner chart's image
Principal MidCap R5
Price$46.68
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets32.88B
American Beacon Stephens Mid-Cap Gr R6
Price$43.57
Change+$0.34 (+0.79%)
VolumeN/A
Net Assets658.25M
PMBPX vs SFMRX Comparison Chart in %
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PMBPX vs. SFMRX commentary
Aug 30, 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: 32.9B vs. SFMRX (658M). 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 : 16.15 vs. PMBPX (8.25). PMBPX return over 5 years is better than : 44.17 vs. SFMRX (31.88).
PMBPXSFMRXPMBPX / SFMRX
Total Expense Ratio0.830.8993%
Annual Report Gross Expense Ratio0.830.8993%
Fund Existence25 years7 years-
Gain YTD7.34012.66658%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets32.9B658M5,000%
Annual Yield % from dividends0.010.00-
Returns for 1 year8.2516.1551%
Returns for 3 years42.7645.5194%
Returns for 5 years44.1731.88139%
Returns for 10 years112.65N/A-
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