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PEMGX vs SMFAX
PEMGX vs SMFAX Comparison
Open Charts PEMGX vs SMFAX
American Beacon Stephens Mid-Cap Gr A
Price$31.47
Change-$0.35 (-1.10%)
VolumeN/A
Net Assets647.12M
PEMGX vs SMFAX Comparison Chart
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PEMGX vs. SMFAX commentary
Jun 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 Hold and SMFAX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31B vs. SMFAX (647M). 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). PEMGX annual gain was more profitable for investors over the last year : 10.68 vs. SMFAX (7.96). PEMGX return over 5 years is better than : 53.19 vs. SMFAX (34.60).
| PEMGX | SMFAX | PEMGX / SMFAX | |
| Total Expense Ratio | 0.91 | 1.21 | 75% |
| Annual Report Gross Expense Ratio | 0.91 | 1.39 | 65% |
| Fund Existence | 20 years | 13 years | - |
| Gain YTD | 1.901 | 4.378 | 43% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31B | 647M | 4,791% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.68 | 7.96 | 134% |
| Returns for 3 years | 48.89 | 42.92 | 114% |
| Returns for 5 years | 53.19 | 34.60 | 154% |
| Returns for 10 years | 89.52 | 72.31 | 124% |
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