Interact to see
Advertisement
Advertisement
PEMGX vs SFMIX
PEMGX vs SFMIX Comparison
Open Charts PEMGX vs SFMIX
PEMGX vs SFMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PEMGX vs. SFMIX commentary
Aug 16, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 23.7B vs. SFMIX (817M). PEMGX (0.00) and SFMIX (0.00) have matching dividends . PEMGX was incepted earlier than SFMIX: PEMGX (21 years) vs SFMIX (20 years). SFMIX (0.92) and PEMGX (0.90) have similar cost to investors . SFMIX is a more actively managed with annual turnover of: 51.00 vs. PEMGX (13.70). 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 : -4.75 vs. PEMGX (-9.16). PEMGX return over 5 years is better than : -0.32 vs. SFMIX (-1.05).
| PEMGX | SFMIX | PEMGX / SFMIX | |
| Total Expense Ratio | 0.90 | 0.89 | 101% |
| Annual Report Gross Expense Ratio | 0.90 | 0.92 | 98% |
| Fund Existence | 21 years | 20 years | - |
| Gain YTD | 0.810 | 17.436 | 5% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 817M | 2,901% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -9.16 | -4.75 | 193% |
| Returns for 3 years | 19.67 | 27.16 | 72% |
| Returns for 5 years | -0.32 | -1.05 | 30% |
| Returns for 10 years | 83.90 | 112.85 | 74% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RMDLX | 13.10 | 0.01 | +0.08% |
| American Funds U.S. Sm & Md Cp Eq R-5 | |||
| ISVGX | 23.49 | N/A | N/A |
| Voya Growth and Income Port S | |||
| FSUMX | 19.23 | -0.01 | -0.05% |
| Fidelity Series Sustainable U.S. Market | |||
| MICIX | 11.81 | -0.01 | -0.08% |
| Victory Trivalent Intl Fd-Core Eq I | |||
| TWRCX | 47.45 | -0.34 | -0.71% |
| American Century Growth C | |||