PEMGX
Price
$46.00
Change
+$0.41 (+0.90%)
Updated
Sep 8 closing price
Net Assets
33.05B
SMFAX
Price
$34.26
Change
+$0.38 (+1.12%)
Updated
Sep 8 closing price
Net Assets
683.11M
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PEMGX vs SMFAX

Header iconPEMGX vs SMFAX Comparison
Open Charts PEMGX vs SMFAXBanner chart's image
Principal MidCap A
Price$46.00
Change+$0.41 (+0.90%)
VolumeN/A
Net Assets33.05B
American Beacon Stephens Mid-Cap Gr A
Price$34.26
Change+$0.38 (+1.12%)
VolumeN/A
Net Assets683.11M
PEMGX vs SMFAX Comparison Chart in %
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PEMGX vs. SMFAX commentary
Sep 09, 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: 33B vs. SMFAX (683M). 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 : 16.90 vs. PEMGX (9.01). PEMGX return over 5 years is better than : 46.31 vs. SMFAX (30.88).
PEMGXSMFAXPEMGX / SMFAX
Total Expense Ratio0.911.2175%
Annual Report Gross Expense Ratio0.911.3965%
Fund Existence20 years14 years-
Gain YTD6.96912.86954%
Front Load6%6%96%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets33B683M4,832%
Annual Yield % from dividends0.000.00-
Returns for 1 year9.0116.9053%
Returns for 3 years45.4246.4998%
Returns for 5 years46.3130.88150%
Returns for 10 years108.18100.17108%
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