PEMGX
Price
$43.13
Change
-$0.69 (-1.57%)
Updated
Nov 13 closing price
Net Assets
31.99B
SMFYX
Price
$42.04
Change
-$1.02 (-2.37%)
Updated
Nov 13 closing price
Net Assets
726.98M
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PEMGX vs SMFYX

Header iconPEMGX vs SMFYX Comparison
Open Charts PEMGX vs SMFYXBanner chart's image
Principal MidCap A
Price$43.13
Change-$0.69 (-1.57%)
VolumeN/A
Net Assets31.99B
American Beacon Stephens Mid-Cap Gr Y
Price$42.04
Change-$1.02 (-2.37%)
VolumeN/A
Net Assets726.98M
PEMGX vs SMFYX Comparison Chart in %
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PEMGX vs. SMFYX commentary
Nov 14, 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 Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32B vs. SMFYX (727M). 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 : 6.53 vs. PEMGX (-5.01). PEMGX return over 5 years is better than : 30.49 vs. SMFYX (27.66).
PEMGXSMFYXPEMGX / SMFYX
Total Expense Ratio0.910.9695%
Annual Report Gross Expense Ratio0.910.9992%
Fund Existence20 years14 years-
Gain YTD2.81613.76520%
Front Load6%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets32B727M4,402%
Annual Yield % from dividends0.000.00-
Returns for 1 year-5.016.53-77%
Returns for 3 years34.1744.6477%
Returns for 5 years30.4927.66110%
Returns for 10 years103.52132.1678%
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