PEMGX
Price
$43.13
Change
-$0.69 (-1.57%)
Updated
Nov 13 closing price
Net Assets
31.99B
SFMIX
Price
$42.58
Change
-$1.04 (-2.38%)
Updated
Nov 13 closing price
Net Assets
726.98M
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PEMGX vs SFMIX

Header iconPEMGX vs SFMIX Comparison
Open Charts PEMGX vs SFMIXBanner chart's image
Principal MidCap A
Price$43.13
Change-$0.69 (-1.57%)
VolumeN/A
Net Assets31.99B
American Beacon Stephens Mid-Cap Gr R5
Price$42.58
Change-$1.04 (-2.38%)
VolumeN/A
Net Assets726.98M
PEMGX vs SFMIX Comparison Chart in %
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PEMGX vs. SFMIX commentary
Nov 14, 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 Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32B vs. SFMIX (727M). 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 : 6.62 vs. PEMGX (-5.01). PEMGX return over 5 years is better than : 30.49 vs. SFMIX (28.22).
PEMGXSFMIXPEMGX / SFMIX
Total Expense Ratio0.910.90101%
Annual Report Gross Expense Ratio0.910.90101%
Fund Existence20 years19 years-
Gain YTD2.81613.80120%
Front Load6%N/A-
Min. Initial Investment10002500000%
Min. Initial Investment IRAN/AN/A-
Net Assets32B727M4,402%
Annual Yield % from dividends0.000.00-
Returns for 1 year-5.016.62-76%
Returns for 3 years34.1745.0176%
Returns for 5 years30.4928.22108%
Returns for 10 years103.52134.6777%
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