PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
SMFYX
Price
$39.55
Change
-$0.44 (-1.10%)
Updated
Jun 13 closing price
Net Assets
638.95M
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PMBPX vs SMFYX

Header iconPMBPX vs SMFYX Comparison
Open Charts PMBPX vs SMFYXBanner chart's image
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
American Beacon Stephens Mid-Cap Gr Y
Price$39.55
Change-$0.44 (-1.10%)
VolumeN/A
Net Assets638.95M
PMBPX vs SMFYX Comparison Chart
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PMBPX vs. SMFYX commentary
Jun 15, 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: 30.6B vs. SMFYX (639M). PMBPX pays higher dividends than SMFYX: PMBPX (0.01) vs SMFYX (0.00). PMBPX was incepted earlier than SMFYX: PMBPX (25 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 : 10.26 vs. SMFYX (9.41). PMBPX return over 5 years is better than : 54.31 vs. SMFYX (40.60).
PMBPXSMFYXPMBPX / SMFYX
Total Expense Ratio0.830.9686%
Annual Report Gross Expense Ratio0.830.9984%
Fund Existence25 years13 years-
Gain YTD1.9334.49143%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B639M4,789%
Annual Yield % from dividends0.010.00-
Returns for 1 year10.269.41109%
Returns for 3 years49.5246.37107%
Returns for 5 years54.3140.60134%
Returns for 10 years92.6890.65102%
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