PEMGX
Price
$43.43
Change
-$0.67 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
SMFCX
Price
$27.50
Change
-$0.31 (-1.11%)
Updated
Jun 13 closing price
Net Assets
638.95M
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PEMGX vs SMFCX

Header iconPEMGX vs SMFCX Comparison
Open Charts PEMGX vs SMFCXBanner chart's image
Principal MidCap A
Price$43.43
Change-$0.67 (-1.52%)
VolumeN/A
Net Assets30.56B
American Beacon Stephens Mid-Cap Gr C
Price$27.50
Change-$0.31 (-1.11%)
VolumeN/A
Net Assets638.95M
PEMGX vs SMFCX Comparison Chart
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PEMGX vs. SMFCX commentary
Jun 16, 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 SMFCX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.6B vs. SMFCX (639M). PEMGX (0.00) and SMFCX (0.00) have matching dividends . PEMGX was incepted earlier than SMFCX: PEMGX (20 years) vs SMFCX (13 years). SMFCX (1.96) is less costly to investors than PEMGX (0.91). SMFCX is a more actively managed with annual turnover of: 24.00 vs. PEMGX (10.50). PEMGX (1000) and SMFCX (1000) have matching initial minimum investment requirements. PEMGX annual gain was more profitable for investors over the last year : 10.68 vs. SMFCX (6.47). PEMGX return over 5 years is better than : 53.19 vs. SMFCX (27.20).
PEMGXSMFCXPEMGX / SMFCX
Total Expense Ratio0.911.9547%
Annual Report Gross Expense Ratio0.911.9646%
Fund Existence20 years13 years-
Gain YTD1.9014.00947%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B639M4,789%
Annual Yield % from dividends0.000.00-
Returns for 1 year10.686.47165%
Returns for 3 years48.8938.40127%
Returns for 5 years53.1927.20196%
Returns for 10 years89.5254.49164%
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