PEMGX
Price
$39.98
Change
-$1.13 (-2.75%)
Updated
Apr 10 closing price
Net Assets
28.5B
SFMIX
Price
$34.03
Change
-$1.13 (-3.21%)
Updated
Apr 10 closing price
Net Assets
834M
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PEMGX vs SFMIX

Header iconPEMGX vs SFMIX Comparison
Open Charts PEMGX vs SFMIXBanner chart's image
Principal MidCap A
Price$39.98
Change-$1.13 (-2.75%)
VolumeN/A
Net Assets28.5B
American Beacon Stephens Mid-Cap Gr R5
Price$34.03
Change-$1.13 (-3.21%)
VolumeN/A
Net Assets834M
PEMGX vs SFMIX Comparison Chart
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PEMGX vs. SFMIX commentary
Apr 11, 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 SFMIX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.5B vs. SFMIX (834M). PEMGX (0.00) and SFMIX (0.00) have matching dividends . PEMGX was incepted earlier than SFMIX: PEMGX (20 years) vs SFMIX (19 years). PEMGX (0.95) and SFMIX (0.91) have similar cost to investors . SFMIX is a more actively managed with annual turnover of: 16.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than SFMIX: PEMGX (1000) vs SFMIX (250000). PEMGX annual gain was more profitable for investors over the last year : 4.45 vs. SFMIX (-5.91). PEMGX return over 5 years is better than : 63.85 vs. SFMIX (48.48).
PEMGXSFMIXPEMGX / SFMIX
Total Expense Ratio0.950.90106%
Annual Report Gross Expense Ratio0.950.91104%
Fund Existence20 years19 years-
Gain YTD-3.543-8.27043%
Front Load6%N/A-
Min. Initial Investment10002500000%
Min. Initial Investment IRAN/AN/A-
Net Assets28.5B834M3,417%
Annual Yield % from dividends0.000.00-
Returns for 1 year4.45-5.91-75%
Returns for 3 years17.664.39402%
Returns for 5 years63.8548.48132%
Returns for 10 years77.3971.63108%
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