PEMGX
Price
$45.44
Change
-$0.12 (-0.26%)
Updated
Sep 17 closing price
Net Assets
33.2B
SFMIX
Price
$43.44
Change
-$0.03 (-0.07%)
Updated
Sep 17 closing price
Net Assets
684.15M
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PEMGX vs SFMIX

Header iconPEMGX vs SFMIX Comparison
Open Charts PEMGX vs SFMIXBanner chart's image
Principal MidCap A
Price$45.44
Change-$0.12 (-0.26%)
VolumeN/A
Net Assets33.2B
American Beacon Stephens Mid-Cap Gr R5
Price$43.44
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets684.15M
PEMGX vs SFMIX Comparison Chart in %
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PEMGX vs. SFMIX commentary
Sep 18, 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: 33.2B vs. SFMIX (684M). PEMGX (0.00) and SFMIX (0.00) have matching dividends . PEMGX was incepted earlier than SFMIX: PEMGX (20 years) vs SFMIX (19 years). PEMGX (0.91) and SFMIX (0.90) have similar cost to investors . SFMIX is a more actively managed with annual turnover of: 24.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than SFMIX: PEMGX (1000) vs SFMIX (250000). SFMIX annual gain was more profitable for investors over the last year : 15.29 vs. PEMGX (5.93). PEMGX return over 5 years is better than : 47.49 vs. SFMIX (40.90).
PEMGXSFMIXPEMGX / SFMIX
Total Expense Ratio0.910.90101%
Annual Report Gross Expense Ratio0.910.90101%
Fund Existence20 years19 years-
Gain YTD6.89813.33252%
Front Load6%N/A-
Min. Initial Investment10002500000%
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B684M4,854%
Annual Yield % from dividends0.000.00-
Returns for 1 year5.9315.2939%
Returns for 3 years47.3550.8393%
Returns for 5 years47.4940.90116%
Returns for 10 years110.82124.4689%
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