PMBPX
Price
$45.71
Change
+$0.35 (+0.77%)
Updated
Jun 27 closing price
Net Assets
31.47B
STMGX
Price
$32.99
Change
+$0.09 (+0.27%)
Updated
Jun 27 closing price
Net Assets
660M
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PMBPX vs STMGX

Header iconPMBPX vs STMGX Comparison
Open Charts PMBPX vs STMGXBanner chart's image
Principal MidCap R5
Price$45.71
Change+$0.35 (+0.77%)
VolumeN/A
Net Assets31.47B
American Beacon Stephens Mid-Cap Gr I
Price$32.99
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets660M
PMBPX vs STMGX Comparison Chart in %
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PMBPX vs. STMGX commentary
Jul 01, 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.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.5B vs. STMGX (660M). PMBPX pays higher dividends than STMGX: PMBPX (0.01) vs STMGX (0.00). PMBPX was incepted earlier than STMGX: PMBPX (25 years) vs STMGX (19 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). PMBPX annual gain was more profitable for investors over the last year : 13.24 vs. STMGX (11.72). PMBPX return over 5 years is better than : 62.39 vs. STMGX (36.60).
PMBPXSTMGXPMBPX / STMGX
Total Expense Ratio0.831.1672%
Annual Report Gross Expense Ratio0.831.2268%
Fund Existence25 years19 years-
Gain YTD5.1778.59160%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets31.5B660M4,773%
Annual Yield % from dividends0.010.00-
Returns for 1 year13.2411.72113%
Returns for 3 years51.1244.50115%
Returns for 5 years62.3936.60170%
Returns for 10 years101.9682.59123%
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