PMBPX
Price
$42.14
Change
+$0.56 (+1.35%)
Updated
Apr 23 closing price
Net Assets
28.46B
SMFYX
Price
$34.64
Change
+$0.62 (+1.82%)
Updated
Apr 23 closing price
Net Assets
818.47M
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PMBPX vs SMFYX

Header iconPMBPX vs SMFYX Comparison
Open Charts PMBPX vs SMFYXBanner chart's image
Principal MidCap R5
Price$42.14
Change+$0.56 (+1.35%)
VolumeN/A
Net Assets28.46B
American Beacon Stephens Mid-Cap Gr Y
Price$34.64
Change+$0.62 (+1.82%)
VolumeN/A
Net Assets818.47M
PMBPX vs SMFYX Comparison Chart
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PMBPX vs. SMFYX commentary
Apr 24, 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 SMFYX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.5B vs. SMFYX (818M). 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 (1.00) is less costly to investors than PMBPX (0.84). SMFYX is a more actively managed with annual turnover of: 16.00 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 : 5.76 vs. SMFYX (-4.84). PMBPX return over 5 years is better than : 65.80 vs. SMFYX (37.51).
PMBPXSMFYXPMBPX / SMFYX
Total Expense Ratio0.840.9688%
Annual Report Gross Expense Ratio0.841.0084%
Fund Existence24 years13 years-
Gain YTD-4.326-10.11943%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets28.5B818M3,484%
Annual Yield % from dividends0.010.00-
Returns for 1 year5.76-4.84-119%
Returns for 3 years21.346.41333%
Returns for 5 years65.8037.51175%
Returns for 10 years78.7664.63122%
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