PMBPX
Price
$44.27
Change
-$1.12 (-2.47%)
Updated
May 21 closing price
Net Assets
31.3B
SMFYX
Price
$38.46
Change
-$0.88 (-2.24%)
Updated
May 21 closing price
Net Assets
660.89M
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PMBPX vs SMFYX

Header iconPMBPX vs SMFYX Comparison
Open Charts PMBPX vs SMFYXBanner chart's image
Principal MidCap R5
Price$44.27
Change-$1.12 (-2.47%)
VolumeN/A
Net Assets31.3B
American Beacon Stephens Mid-Cap Gr Y
Price$38.46
Change-$0.88 (-2.24%)
VolumeN/A
Net Assets660.89M
PMBPX vs SMFYX Comparison Chart
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PMBPX vs. SMFYX 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 SMFYX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.3B vs. SMFYX (661M). PMBPX pays higher dividends than SMFYX: PMBPX (0.01) vs SMFYX (0.00). PMBPX was incepted earlier than SMFYX: PMBPX (24 years) vs SMFYX (13 years). SMFYX (0.99) is less costly to investors than PMBPX (0.83). SMFYX is a more actively managed with annual turnover of: 24.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than SMFYX: PMBPX (0) vs SMFYX (100000). PMBPX annual gain was more profitable for investors over the last year : 10.21 vs. SMFYX (3.30). PMBPX return over 5 years is better than : 67.13 vs. SMFYX (38.69).
PMBPXSMFYXPMBPX / SMFYX
Total Expense Ratio0.830.9686%
Annual Report Gross Expense Ratio0.830.9984%
Fund Existence24 years13 years-
Gain YTD4.4411.612276%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.3B661M4,735%
Annual Yield % from dividends0.010.00-
Returns for 1 year10.213.30309%
Returns for 3 years45.7336.00127%
Returns for 5 years67.1338.69173%
Returns for 10 years94.8186.92109%
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