PEMGX
Price
$43.82
Change
+$0.07 (+0.16%)
Updated
Nov 12 closing price
Net Assets
31.95B
SFMRX
Price
$43.68
Change
-$0.01 (-0.02%)
Updated
Nov 12 closing price
Net Assets
745.75M
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PEMGX vs SFMRX

Header iconPEMGX vs SFMRX Comparison
Open Charts PEMGX vs SFMRXBanner chart's image
Principal MidCap A
Price$43.82
Change+$0.07 (+0.16%)
VolumeN/A
Net Assets31.95B
American Beacon Stephens Mid-Cap Gr R6
Price$43.68
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets745.75M
PEMGX vs SFMRX Comparison Chart in %
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PEMGX vs. SFMRX 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 SFMRX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32B vs. SFMRX (746M). PEMGX (0.00) and SFMRX (0.00) have matching dividends . PEMGX was incepted earlier than SFMRX: PEMGX (20 years) vs SFMRX (7 years). PEMGX (0.91) and SFMRX (0.89) have similar cost to investors . SFMRX is a more actively managed with annual turnover of: 24.00 vs. PEMGX (10.50). SFMRX has a lower initial minimum investment than PEMGX: SFMRX (0) vs PEMGX (1000). SFMRX annual gain was more profitable for investors over the last year : 6.64 vs. PEMGX (-5.01). PEMGX return over 5 years is better than : 30.49 vs. SFMRX (28.32).
PEMGXSFMRXPEMGX / SFMRX
Total Expense Ratio0.910.89102%
Annual Report Gross Expense Ratio0.910.89102%
Fund Existence20 years7 years-
Gain YTD2.81613.83920%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets32B746M4,290%
Annual Yield % from dividends0.000.00-
Returns for 1 year-5.016.64-75%
Returns for 3 years34.1745.0776%
Returns for 5 years30.4928.32108%
Returns for 10 years103.52N/A-
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