PEMGX
Price
$42.74
Change
+$0.69 (+1.64%)
Updated
Nov 21 closing price
Net Assets
30.61B
SFMIX
Price
$42.02
Change
+$0.76 (+1.84%)
Updated
Nov 21 closing price
Net Assets
701.85M
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PEMGX vs SFMIX

Header iconPEMGX vs SFMIX Comparison
Open Charts PEMGX vs SFMIXBanner chart's image
Principal MidCap A
Price$42.74
Change+$0.69 (+1.64%)
VolumeN/A
Net Assets30.61B
American Beacon Stephens Mid-Cap Gr R5
Price$42.02
Change+$0.76 (+1.84%)
VolumeN/A
Net Assets701.85M
PEMGX vs SFMIX Comparison Chart in %
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PEMGX vs. SFMIX commentary
Nov 22, 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 Hold and SFMIX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.6B vs. SFMIX (702M). 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 : 1.47 vs. PEMGX (-8.77). PEMGX return over 5 years is better than : 24.74 vs. SFMIX (21.59).
PEMGXSFMIXPEMGX / SFMIX
Total Expense Ratio0.910.90101%
Annual Report Gross Expense Ratio0.910.90101%
Fund Existence20 years19 years-
Gain YTD-1.3379.627-14%
Front Load6%N/A-
Min. Initial Investment10002500000%
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B702M4,359%
Annual Yield % from dividends0.000.00-
Returns for 1 year-8.771.47-595%
Returns for 3 years29.9841.4372%
Returns for 5 years24.7421.59115%
Returns for 10 years88.16115.6276%
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