PMBPX
Price
$44.23
Change
-$0.04 (-0.09%)
Updated
May 22 closing price
Net Assets
30.54B
SMFAX
Price
$30.65
Change
+$0.04 (+0.13%)
Updated
May 22 closing price
Net Assets
643.83M
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PMBPX vs SMFAX

Header iconPMBPX vs SMFAX Comparison
Open Charts PMBPX vs SMFAXBanner chart's image
Principal MidCap R5
Price$44.23
Change-$0.04 (-0.09%)
VolumeN/A
Net Assets30.54B
American Beacon Stephens Mid-Cap Gr A
Price$30.65
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets643.83M
PMBPX vs SMFAX Comparison Chart
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PMBPX vs. SMFAX commentary
May 23, 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 Hold and SMFAX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.5B vs. SMFAX (644M). 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 (1.39) 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). PMBPX annual gain was more profitable for investors over the last year : 7.96 vs. SMFAX (2.51). PMBPX return over 5 years is better than : 63.01 vs. SMFAX (32.97).
PMBPXSMFAXPMBPX / SMFAX
Total Expense Ratio0.831.2169%
Annual Report Gross Expense Ratio0.831.3960%
Fund Existence24 years13 years-
Gain YTD1.8641.658112%
Front LoadN/A6%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets30.5B644M4,736%
Annual Yield % from dividends0.010.00-
Returns for 1 year7.962.51317%
Returns for 3 years41.0931.94129%
Returns for 5 years63.0132.97191%
Returns for 10 years90.0069.17130%
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