PMBPX
Price
$42.54
Change
-$0.21 (-0.49%)
Updated
Apr 25 closing price
Net Assets
29.18B
SMFAX
Price
$28.37
Change
+$0.01 (+0.04%)
Updated
Apr 25 closing price
Net Assets
857.28M
Ad is loading...

PMBPX vs SMFAX

Header iconPMBPX vs SMFAX Comparison
Open Charts PMBPX vs SMFAXBanner chart's image
Principal MidCap R5
Price$42.54
Change-$0.21 (-0.49%)
VolumeN/A
Net Assets29.18B
American Beacon Stephens Mid-Cap Gr A
Price$28.37
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets857.28M
PMBPX vs SMFAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
PMBPX vs. SMFAX commentary
Apr 28, 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 SMFAX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.2B vs. SMFAX (857M). PMBPX pays higher dividends than SMFAX: PMBPX (0.01) vs SMFAX (0.00). PMBPX was incepted earlier than SMFAX: PMBPX (24 years) vs SMFAX (13 years). SMFAX (1.41) is less costly to investors than PMBPX (0.84). SMFAX is a more actively managed with annual turnover of: 16.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than SMFAX: PMBPX (0) vs SMFAX (2500). PMBPX annual gain was more profitable for investors over the last year : 8.03 vs. SMFAX (-1.42). PMBPX return over 5 years is better than : 69.63 vs. SMFAX (37.92).
PMBPXSMFAXPMBPX / SMFAX
Total Expense Ratio0.841.2169%
Annual Report Gross Expense Ratio0.841.4160%
Fund Existence24 years13 years-
Gain YTD-2.117-5.90436%
Front LoadN/A6%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets29.2B857M3,407%
Annual Yield % from dividends0.010.00-
Returns for 1 year8.03-1.42-564%
Returns for 3 years26.3511.43231%
Returns for 5 years69.6337.92184%
Returns for 10 years83.9957.50146%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
MTUM206.791.97
+0.96%
iShares MSCI USA Momentum Factor ETF
DJUN41.490.24
+0.59%
FT Vest US Equity Deep Bfr ETF Jun
EFNL37.800.13
+0.35%
iShares MSCI Finland ETF
BSJP23.050.01
+0.04%
Invesco BulletShares 2025 HY Corp Bd ETF
HERO27.21-0.01
-0.04%
Global X Video Games & Esports ETF