PMBPX
Price
$45.91
Change
-$0.41 (-0.89%)
Updated
Jul 11 closing price
Net Assets
31.98B
SMFYX
Price
$40.92
Change
-$0.28 (-0.68%)
Updated
Jul 11 closing price
Net Assets
654.98M
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PMBPX vs SMFYX

Header iconPMBPX vs SMFYX Comparison
Open Charts PMBPX vs SMFYXBanner chart's image
Principal MidCap R5
Price$45.91
Change-$0.41 (-0.89%)
VolumeN/A
Net Assets31.98B
American Beacon Stephens Mid-Cap Gr Y
Price$40.92
Change-$0.28 (-0.68%)
VolumeN/A
Net Assets654.98M
PMBPX vs SMFYX Comparison Chart in %
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PMBPX vs. SMFYX commentary
Jul 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 Buy and SMFYX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32B vs. SMFYX (655M). 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 (11.77) and SMFYX (11.68) have marching annual gain over last year. PMBPX return over 5 years is better than : 56.44 vs. SMFYX (33.99).
PMBPXSMFYXPMBPX / SMFYX
Total Expense Ratio0.830.9686%
Annual Report Gross Expense Ratio0.830.9984%
Fund Existence25 years13 years-
Gain YTD5.6378.11170%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets32B655M4,885%
Annual Yield % from dividends0.010.00-
Returns for 1 year11.7711.68101%
Returns for 3 years51.1347.35108%
Returns for 5 years56.4433.99166%
Returns for 10 years98.5795.98103%
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