PEMGX
Price
$43.56
Change
+$0.21 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.93B
SFMIX
Price
$43.48
Change
+$0.05 (+0.12%)
Updated
Oct 17 closing price
Net Assets
750.25M
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PEMGX vs SFMIX

Header iconPEMGX vs SFMIX Comparison
Open Charts PEMGX vs SFMIXBanner chart's image
Principal MidCap A
Price$43.56
Change+$0.21 (+0.48%)
VolumeN/A
Net Assets31.93B
American Beacon Stephens Mid-Cap Gr R5
Price$43.48
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets750.25M
PEMGX vs SFMIX Comparison Chart in %
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PEMGX vs. SFMIX commentary
Oct 19, 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 Buy and SFMIX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.9B vs. SFMIX (750M). 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 : 10.95 vs. PEMGX (-3.03). PEMGX return over 5 years is better than : 35.03 vs. SFMIX (29.75).
PEMGXSFMIXPEMGX / SFMIX
Total Expense Ratio0.910.90101%
Annual Report Gross Expense Ratio0.910.90101%
Fund Existence20 years19 years-
Gain YTD2.20613.43616%
Front Load6%N/A-
Min. Initial Investment10002500000%
Min. Initial Investment IRAN/AN/A-
Net Assets31.9B750M4,253%
Annual Yield % from dividends0.000.00-
Returns for 1 year-3.0310.95-28%
Returns for 3 years48.5757.1985%
Returns for 5 years35.0329.75118%
Returns for 10 years99.18129.2177%
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