PEMGX
Price
$36.94
Change
-$0.04 (-0.11%)
Updated
Sep 18 closing price
Net Assets
20.98B
SFMIX
Price
$38.04
Change
-$0.01 (-0.03%)
Updated
Sep 18 closing price
Net Assets
779.71M
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PEMGX vs SFMIX

PEMGX vs SFMIX Comparison Chart in %
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PEMGX vs. SFMIX commentary
Sep 20, 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 Hold and SFMIX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 21B vs. SFMIX (780M). 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 : -13.57 vs. PEMGX (-19.17). SFMIX return over 5 years is better than : -8.51 vs. PEMGX (-9.79).
PEMGXSFMIXPEMGX / SFMIX
Total Expense Ratio0.900.89101%
Annual Report Gross Expense Ratio0.900.9298%
Fund Existence21 years20 years-
Gain YTD-9.3059.815-95%
Front Load6%N/A-
Min. Initial Investment10002500000%
Min. Initial Investment IRAN/AN/A-
Net Assets21B780M2,692%
Annual Yield % from dividends0.000.00-
Returns for 1 year-19.17-13.57141%
Returns for 3 years7.9220.8038%
Returns for 5 years-9.79-8.51115%
Returns for 10 years68.30101.0568%
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