PEMGX
Price
$45.60
Change
+$0.47 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
SMFAX
Price
$33.03
Change
+$0.31 (+0.95%)
Updated
Jul 3 closing price
Net Assets
663.43M
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PEMGX vs SMFAX

Header iconPEMGX vs SMFAX Comparison
Open Charts PEMGX vs SMFAXBanner chart's image
Principal MidCap A
Price$45.60
Change+$0.47 (+1.04%)
VolumeN/A
Net Assets32.28B
American Beacon Stephens Mid-Cap Gr A
Price$33.03
Change+$0.31 (+0.95%)
VolumeN/A
Net Assets663.43M
PEMGX vs SMFAX Comparison Chart in %
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PEMGX vs. SMFAX commentary
Jul 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.3B vs. SMFAX (663M). 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 : 15.24 vs. SMFAX (12.62). PEMGX return over 5 years is better than : 58.39 vs. SMFAX (32.70).
PEMGXSMFAXPEMGX / SMFAX
Total Expense Ratio0.911.2175%
Annual Report Gross Expense Ratio0.911.3965%
Fund Existence20 years13 years-
Gain YTD6.9929.55273%
Front Load6%6%96%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B663M4,872%
Annual Yield % from dividends0.000.00-
Returns for 1 year15.2412.62121%
Returns for 3 years51.7046.34112%
Returns for 5 years58.3932.70179%
Returns for 10 years101.0983.96120%
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