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PEMGX vs SFMIX
PEMGX vs SFMIX Comparison
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PEMGX vs SFMIX Comparison Chart in %
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PEMGX vs. SFMIX commentary
Jun 04, 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: 24.6B vs. SFMIX (699M). 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 : -1.78 vs. PEMGX (-13.27). SFMIX return over 5 years is better than : 1.71 vs. PEMGX (-1.25).
| 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 | -6.948 | 11.778 | -59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.6B | 699M | 3,519% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -13.27 | -1.78 | 747% |
| Returns for 3 years | 15.55 | 24.78 | 63% |
| Returns for 5 years | -1.25 | 1.71 | -73% |
| Returns for 10 years | 77.09 | 113.58 | 68% |
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