PEMGX
Price
$43.95
Change
+$0.39 (+0.90%)
Updated
Oct 20 closing price
Net Assets
31.93B
SMFAX
Price
$34.53
Change
+$0.41 (+1.20%)
Updated
Oct 20 closing price
Net Assets
750.25M
Interact to see
Advertisement

PEMGX vs SMFAX

Header iconPEMGX vs SMFAX Comparison
Open Charts PEMGX vs SMFAXBanner chart's image
Principal MidCap A
Price$43.95
Change+$0.39 (+0.90%)
VolumeN/A
Net Assets31.93B
American Beacon Stephens Mid-Cap Gr A
Price$34.53
Change+$0.41 (+1.20%)
VolumeN/A
Net Assets750.25M
PEMGX vs SMFAX Comparison Chart in %
View a ticker or compare two or three
VS
PEMGX vs. SMFAX commentary
Oct 21, 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 SMFAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.9B vs. SMFAX (750M). PEMGX (0.00) and SMFAX (0.00) have matching dividends . PEMGX was incepted earlier than SMFAX: PEMGX (20 years) vs SMFAX (14 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 : 9.50 vs. PEMGX (-3.03). PEMGX return over 5 years is better than : 35.03 vs. SMFAX (23.67).
PEMGXSMFAXPEMGX / SMFAX
Total Expense Ratio0.911.2175%
Annual Report Gross Expense Ratio0.911.3965%
Fund Existence20 years14 years-
Gain YTD2.20613.16717%
Front Load6%6%96%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets31.9B750M4,253%
Annual Yield % from dividends0.000.00-
Returns for 1 year-3.039.50-32%
Returns for 3 years48.5753.1491%
Returns for 5 years35.0323.67148%
Returns for 10 years99.18104.9595%
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 %
FUSB12.390.13
+1.06%
First US Bancshares
YHNAU10.45N/A
N/A
YHN Acquisition I
YPF26.06-0.32
-1.21%
YPF Sociedad Anonima
MVST5.83-0.57
-8.91%
Microvast Holdings
NGNE29.03-4.96
-14.59%
Neurogene