PMBPX
Price
$46.93
Change
+$0.42 (+0.90%)
Updated
Sep 8 closing price
Net Assets
33.05B
STMGX
Price
$34.52
Change
+$0.23 (+0.67%)
Updated
Sep 8 closing price
Net Assets
683.11M
Interact to see
Advertisement

PMBPX vs STMGX

Header iconPMBPX vs STMGX Comparison
Open Charts PMBPX vs STMGXBanner chart's image
Principal MidCap R5
Price$46.93
Change+$0.42 (+0.90%)
VolumeN/A
Net Assets33.05B
American Beacon Stephens Mid-Cap Gr I
Price$34.52
Change+$0.23 (+0.67%)
VolumeN/A
Net Assets683.11M
PMBPX vs STMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PMBPX vs. STMGX commentary
Sep 09, 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 STMGX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. STMGX (683M). PMBPX pays higher dividends than STMGX: PMBPX (0.01) vs STMGX (0.00). PMBPX was incepted earlier than STMGX: PMBPX (25 years) vs STMGX (20 years). STMGX (1.22) is less costly to investors than PMBPX (0.83). STMGX is a more actively managed with annual turnover of: 24.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than STMGX: PMBPX (0) vs STMGX (2500). STMGX annual gain was more profitable for investors over the last year : 19.28 vs. PMBPX (10.25). PMBPX return over 5 years is better than : 48.18 vs. STMGX (32.97).
PMBPXSTMGXPMBPX / STMGX
Total Expense Ratio0.831.1672%
Annual Report Gross Expense Ratio0.831.2268%
Fund Existence25 years20 years-
Gain YTD7.01813.62751%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets33B683M4,832%
Annual Yield % from dividends0.010.00-
Returns for 1 year10.2519.2853%
Returns for 3 years40.0639.64101%
Returns for 5 years48.1832.97146%
Returns for 10 years113.65103.40110%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
ADUR11.590.86
+8.01%
Aduro Clean Technologies Inc
AN227.180.36
+0.16%
AutoNation
OZKAP17.35-0.04
-0.23%
Bank OZK
WINA473.33-6.33
-1.32%
Winmark Corp
RCT1.28-0.09
-6.57%
RedCloud Holdings PLC