PEMGX
Price
$46.27
Change
+$0.32 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
SFMIX
Price
$42.89
Change
+$0.30 (+0.70%)
Updated
Jul 25 closing price
Net Assets
666.74M
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PEMGX vs SFMIX

Header iconPEMGX vs SFMIX Comparison
Open Charts PEMGX vs SFMIXBanner chart's image
Principal MidCap A
Price$46.27
Change+$0.32 (+0.70%)
VolumeN/A
Net Assets33.21B
American Beacon Stephens Mid-Cap Gr R5
Price$42.89
Change+$0.30 (+0.70%)
VolumeN/A
Net Assets666.74M
PEMGX vs SFMIX Comparison Chart in %
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PEMGX vs. SFMIX commentary
Jul 27, 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 PEMGX is a StrongBuy and SFMIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. SFMIX (667M). PEMGX (0.00) and SFMIX (0.00) have matching dividends . PEMGX was incepted earlier than SFMIX: PEMGX (20 years) vs SFMIX (19 years). PEMGX (0.91) and SFMIX (0.90) have similar cost to investors . SFMIX is a more actively managed with annual turnover of: 24.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than SFMIX: PEMGX (1000) vs SFMIX (250000). SFMIX annual gain was more profitable for investors over the last year : 18.38 vs. PEMGX (13.43). PEMGX return over 5 years is better than : 55.06 vs. SFMIX (38.71).
PEMGXSFMIXPEMGX / SFMIX
Total Expense Ratio0.910.90101%
Annual Report Gross Expense Ratio0.910.90101%
Fund Existence20 years19 years-
Gain YTD8.56411.89772%
Front Load6%N/A-
Min. Initial Investment10002500000%
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B667M4,978%
Annual Yield % from dividends0.000.00-
Returns for 1 year13.4318.3873%
Returns for 3 years48.7847.74102%
Returns for 5 years55.0638.71142%
Returns for 10 years103.87109.5895%
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