PEMGX
Price
$46.27
Change
+$0.32 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
SMFAX
Price
$33.69
Change
+$0.24 (+0.72%)
Updated
Jul 25 closing price
Net Assets
666.74M
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PEMGX vs SMFAX

Header iconPEMGX vs SMFAX Comparison
Open Charts PEMGX vs SMFAXBanner 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 A
Price$33.69
Change+$0.24 (+0.72%)
VolumeN/A
Net Assets666.74M
PEMGX vs SMFAX Comparison Chart in %
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PEMGX vs. SMFAX 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 SMFAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. SMFAX (667M). PEMGX (0.00) and SMFAX (0.00) have matching dividends . PEMGX was incepted earlier than SMFAX: PEMGX (20 years) vs SMFAX (13 years). SMFAX (1.39) is less costly to investors than PEMGX (0.91). SMFAX is a more actively managed with annual turnover of: 24.00 vs. PEMGX (10.50). SMFAX (6%) and PEMGX (6%) have equivalent initial investment costs. PEMGX has a lower initial minimum investment than SMFAX: PEMGX (1000) vs SMFAX (2500). SMFAX annual gain was more profitable for investors over the last year : 16.90 vs. PEMGX (13.43). PEMGX return over 5 years is better than : 55.06 vs. SMFAX (32.22).
PEMGXSMFAXPEMGX / SMFAX
Total Expense Ratio0.911.2175%
Annual Report Gross Expense Ratio0.911.3965%
Fund Existence20 years13 years-
Gain YTD8.56411.74173%
Front Load6%6%96%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B667M4,978%
Annual Yield % from dividends0.000.00-
Returns for 1 year13.4316.9080%
Returns for 3 years48.7843.97111%
Returns for 5 years55.0632.22171%
Returns for 10 years103.8787.42119%
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