PEMGX
Price
$46.27
Change
+$0.32 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
SFMRX
Price
$42.95
Change
+$0.30 (+0.70%)
Updated
Jul 25 closing price
Net Assets
666.74M
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PEMGX vs SFMRX

Header iconPEMGX vs SFMRX Comparison
Open Charts PEMGX vs SFMRXBanner chart's image
Principal MidCap A
Price$46.27
Change+$0.32 (+0.70%)
VolumeN/A
Net Assets33.21B
American Beacon Stephens Mid-Cap Gr R6
Price$42.95
Change+$0.30 (+0.70%)
VolumeN/A
Net Assets666.74M
PEMGX vs SFMRX Comparison Chart in %
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PEMGX vs. SFMRX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. SFMRX (667M). 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 : 18.42 vs. PEMGX (13.43). PEMGX return over 5 years is better than : 55.06 vs. SFMRX (38.82).
PEMGXSFMRXPEMGX / SFMRX
Total Expense Ratio0.910.89102%
Annual Report Gross Expense Ratio0.910.89102%
Fund Existence20 years7 years-
Gain YTD8.56411.93672%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B667M4,978%
Annual Yield % from dividends0.000.00-
Returns for 1 year13.4318.4273%
Returns for 3 years48.7847.80102%
Returns for 5 years55.0638.82142%
Returns for 10 years103.87N/A-
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