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PEMGX vs SFMIX
PEMGX vs SFMIX Comparison
Open Charts PEMGX vs SFMIX
American Beacon Stephens Mid-Cap Gr R5
Price$43.63
Change+$0.48 (+1.11%)
VolumeN/A
Net Assets687.53M
PEMGX vs SFMIX Comparison Chart in %
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PEMGX vs. SFMIX 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 PEMGX is a StrongBuy and SFMIX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. SFMIX (688M). 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 : 20.72 vs. PEMGX (11.11). PEMGX return over 5 years is better than : 48.43 vs. SFMIX (39.17).
| PEMGX | SFMIX | PEMGX / SFMIX | |
| Total Expense Ratio | 0.91 | 0.90 | 101% |
| Annual Report Gross Expense Ratio | 0.91 | 0.90 | 101% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 7.931 | 13.827 | 57% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33B | 688M | 4,797% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 11.11 | 20.72 | 54% |
| Returns for 3 years | 40.72 | 43.14 | 94% |
| Returns for 5 years | 48.43 | 39.17 | 124% |
| Returns for 10 years | 111.98 | 126.18 | 89% |
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