PEMGX
Price
$43.56
Change
+$0.21 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.93B
STMGX
Price
$34.39
Change
+$0.04 (+0.12%)
Updated
Oct 17 closing price
Net Assets
750.25M
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PEMGX vs STMGX

Header iconPEMGX vs STMGX Comparison
Open Charts PEMGX vs STMGXBanner chart's image
Principal MidCap A
Price$43.56
Change+$0.21 (+0.48%)
VolumeN/A
Net Assets31.93B
American Beacon Stephens Mid-Cap Gr I
Price$34.39
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets750.25M
PEMGX vs STMGX Comparison Chart in %
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PEMGX vs. STMGX commentary
Oct 21, 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 STMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.9B vs. STMGX (750M). PEMGX (0.00) and STMGX (0.00) have matching dividends . PEMGX was incepted earlier than STMGX: PEMGX (20 years) vs STMGX (20 years). STMGX (1.22) is less costly to investors than PEMGX (0.91). STMGX is a more actively managed with annual turnover of: 24.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than STMGX: PEMGX (1000) vs STMGX (2500). STMGX annual gain was more profitable for investors over the last year : 9.59 vs. PEMGX (-3.03). PEMGX return over 5 years is better than : 35.03 vs. STMGX (23.93).
PEMGXSTMGXPEMGX / STMGX
Total Expense Ratio0.911.1678%
Annual Report Gross Expense Ratio0.911.2275%
Fund Existence20 years20 years-
Gain YTD2.20613.19917%
Front Load6%N/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets31.9B750M4,253%
Annual Yield % from dividends0.000.00-
Returns for 1 year-3.039.59-32%
Returns for 3 years48.5753.3991%
Returns for 5 years35.0323.93146%
Returns for 10 years99.18106.1393%
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