PEMGX
Price
$45.59
Change
-$0.13 (-0.28%)
Updated
Sep 5 closing price
Net Assets
33.13B
SFMRX
Price
$43.21
Change
+$0.33 (+0.77%)
Updated
Sep 4 closing price
Net Assets
680.55M
Interact to see
Advertisement

PEMGX vs SFMRX

Header iconPEMGX vs SFMRX Comparison
Open Charts PEMGX vs SFMRXBanner chart's image
Principal MidCap A
Price$45.59
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets33.13B
American Beacon Stephens Mid-Cap Gr R6
Price$43.21
Change+$0.33 (+0.77%)
VolumeN/A
Net Assets680.55M
PEMGX vs SFMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PEMGX vs. SFMRX commentary
Sep 07, 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 SFMRX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.1B vs. SFMRX (681M). 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 : 18.45 vs. PEMGX (9.01). PEMGX return over 5 years is better than : 46.31 vs. SFMRX (37.43).
PEMGXSFMRXPEMGX / SFMRX
Total Expense Ratio0.910.89102%
Annual Report Gross Expense Ratio0.910.89102%
Fund Existence20 years7 years-
Gain YTD6.96913.10953%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.1B681M4,860%
Annual Yield % from dividends0.000.00-
Returns for 1 year9.0118.4549%
Returns for 3 years45.4250.3890%
Returns for 5 years46.3137.43124%
Returns for 10 years108.18N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
JBLU5.08-0.01
-0.20%
JetBlue Airways Corp
NYT58.99-0.20
-0.34%
New York Times Co
IMPPP25.40-0.21
-0.82%
Imperial Petroleum
EHAB7.79-0.07
-0.89%
Enhabit
DXLG1.24-0.09
-6.77%
Destination XL Group