PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.13B
SMFAX
Price
$33.88
Change
+$0.25 (+0.74%)
Updated
Sep 4 closing price
Net Assets
680.55M
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PMBPX vs SMFAX

Header iconPMBPX vs SMFAX Comparison
Open Charts PMBPX vs SMFAXBanner chart's image
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.13B
American Beacon Stephens Mid-Cap Gr A
Price$33.88
Change+$0.25 (+0.74%)
VolumeN/A
Net Assets680.55M
PMBPX vs SMFAX Comparison Chart in %
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PMBPX vs. SMFAX commentary
Sep 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 SMFAX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.1B vs. SMFAX (681M). PMBPX pays higher dividends than SMFAX: PMBPX (0.01) vs SMFAX (0.00). PMBPX was incepted earlier than SMFAX: PMBPX (25 years) vs SMFAX (14 years). SMFAX (1.39) is less costly to investors than PMBPX (0.83). SMFAX is a more actively managed with annual turnover of: 24.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than SMFAX: PMBPX (0) vs SMFAX (2500). SMFAX annual gain was more profitable for investors over the last year : 16.39 vs. PMBPX (9.49). PMBPX return over 5 years is better than : 47.83 vs. SMFAX (30.31).
PMBPXSMFAXPMBPX / SMFAX
Total Expense Ratio0.831.2169%
Annual Report Gross Expense Ratio0.831.3960%
Fund Existence25 years14 years-
Gain YTD7.34012.37159%
Front LoadN/A6%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets33.1B681M4,860%
Annual Yield % from dividends0.010.00-
Returns for 1 year9.4916.3958%
Returns for 3 years46.4845.85101%
Returns for 5 years47.8330.31158%
Returns for 10 years112.2699.29113%
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