PEMGX
Price
$45.59
Change
-$0.13 (-0.28%)
Updated
Sep 5 closing price
Net Assets
33.05B
SMFYX
Price
$42.60
Change
+$0.32 (+0.76%)
Updated
Sep 4 closing price
Net Assets
683.11M
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PEMGX vs SMFYX

Header iconPEMGX vs SMFYX Comparison
Open Charts PEMGX vs SMFYXBanner chart's image
Principal MidCap A
Price$45.59
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets33.05B
American Beacon Stephens Mid-Cap Gr Y
Price$42.60
Change+$0.32 (+0.76%)
VolumeN/A
Net Assets683.11M
PEMGX vs SMFYX Comparison Chart in %
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PEMGX vs. SMFYX commentary
Sep 08, 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 SMFYX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. SMFYX (683M). PEMGX (0.00) and SMFYX (0.00) have matching dividends . PEMGX was incepted earlier than SMFYX: PEMGX (20 years) vs SMFYX (14 years). SMFYX (0.99) is less costly to investors than PEMGX (0.91). SMFYX is a more actively managed with annual turnover of: 24.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than SMFYX: PEMGX (1000) vs SMFYX (100000). SMFYX annual gain was more profitable for investors over the last year : 17.81 vs. PEMGX (9.01). PEMGX return over 5 years is better than : 46.31 vs. SMFYX (36.10).
PEMGXSMFYXPEMGX / SMFYX
Total Expense Ratio0.910.9695%
Annual Report Gross Expense Ratio0.910.9992%
Fund Existence20 years14 years-
Gain YTD6.96912.55056%
Front Load6%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets33B683M4,832%
Annual Yield % from dividends0.000.00-
Returns for 1 year9.0117.8151%
Returns for 3 years45.4249.2692%
Returns for 5 years46.3136.10128%
Returns for 10 years108.18120.4690%
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