PEMGX
Price
$43.56
Change
+$0.21 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
SFMRX
Price
$43.54
Change
+$0.05 (+0.11%)
Updated
Oct 17 closing price
Net Assets
749.61M
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PEMGX vs SFMRX

Header iconPEMGX vs SFMRX Comparison
Open Charts PEMGX vs SFMRXBanner chart's image
Principal MidCap A
Price$43.56
Change+$0.21 (+0.48%)
VolumeN/A
Net Assets31.76B
American Beacon Stephens Mid-Cap Gr R6
Price$43.54
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets749.61M
PEMGX vs SFMRX Comparison Chart in %
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PEMGX vs. SFMRX commentary
Oct 19, 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 Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.8B vs. SFMRX (750M). 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 : 10.96 vs. PEMGX (-3.03). PEMGX return over 5 years is better than : 35.03 vs. SFMRX (29.85).
PEMGXSFMRXPEMGX / SFMRX
Total Expense Ratio0.910.89102%
Annual Report Gross Expense Ratio0.910.89102%
Fund Existence20 years7 years-
Gain YTD2.20613.47416%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.8B750M4,240%
Annual Yield % from dividends0.000.00-
Returns for 1 year-3.0310.96-28%
Returns for 3 years48.5757.2485%
Returns for 5 years35.0329.85117%
Returns for 10 years99.18N/A-
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