PEMGX
Price
$43.56
Change
+$0.21 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
SMFYX
Price
$42.92
Change
+$0.04 (+0.09%)
Updated
Oct 17 closing price
Net Assets
750.25M
Interact to see
Advertisement

PEMGX vs SMFYX

Header iconPEMGX vs SMFYX Comparison
Open Charts PEMGX vs SMFYXBanner chart's image
Principal MidCap A
Price$43.56
Change+$0.21 (+0.48%)
VolumeN/A
Net Assets31.76B
American Beacon Stephens Mid-Cap Gr Y
Price$42.92
Change+$0.04 (+0.09%)
VolumeN/A
Net Assets750.25M
PEMGX vs SMFYX Comparison Chart in %
View a ticker or compare two or three
VS
PEMGX vs. SMFYX commentary
Oct 19, 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 SMFYX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.8B vs. SMFYX (750M). 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 : 10.82 vs. PEMGX (-3.03). PEMGX return over 5 years is better than : 35.03 vs. SMFYX (29.16).
PEMGXSMFYXPEMGX / SMFYX
Total Expense Ratio0.910.9695%
Annual Report Gross Expense Ratio0.910.9992%
Fund Existence20 years14 years-
Gain YTD2.20613.39516%
Front Load6%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets31.8B750M4,240%
Annual Yield % from dividends0.000.00-
Returns for 1 year-3.0310.82-28%
Returns for 3 years48.5756.8185%
Returns for 5 years35.0329.16120%
Returns for 10 years99.18126.7478%
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 %
SKWD46.251.25
+2.78%
Skyward Specialty Insurance Group
CNM52.190.20
+0.38%
Core & Main
MITK8.990.01
+0.11%
Mitek Systems
TAVIU10.44N/A
N/A
Tavia Acquisition Corp
SEAT10.70-1.00
-8.55%
Vivid Seats Inc