PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.13B
SMFYX
Price
$42.60
Change
+$0.32 (+0.76%)
Updated
Sep 4 closing price
Net Assets
680.55M
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PMBPX vs SMFYX

Header iconPMBPX vs SMFYX Comparison
Open Charts PMBPX vs SMFYXBanner chart's image
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.13B
American Beacon Stephens Mid-Cap Gr Y
Price$42.60
Change+$0.32 (+0.76%)
VolumeN/A
Net Assets680.55M
PMBPX vs SMFYX Comparison Chart in %
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PMBPX vs. SMFYX commentary
Sep 07, 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: 33.1B vs. SMFYX (681M). PMBPX pays higher dividends than SMFYX: PMBPX (0.01) vs SMFYX (0.00). PMBPX was incepted earlier than SMFYX: PMBPX (25 years) vs SMFYX (14 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). SMFYX annual gain was more profitable for investors over the last year : 17.81 vs. PMBPX (9.16). PMBPX return over 5 years is better than : 47.38 vs. SMFYX (36.10).
PMBPXSMFYXPMBPX / SMFYX
Total Expense Ratio0.830.9686%
Annual Report Gross Expense Ratio0.830.9984%
Fund Existence25 years14 years-
Gain YTD7.01812.55056%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.1B681M4,860%
Annual Yield % from dividends0.010.00-
Returns for 1 year9.1617.8151%
Returns for 3 years46.0449.2693%
Returns for 5 years47.3836.10131%
Returns for 10 years111.63120.4693%
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