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
Jun 28, 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: 23.9B vs. SFMIX (746M). 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 : -7.89 vs. PEMGX (-13.67). PEMGX return over 5 years is better than : -3.98 vs. SFMIX (-5.34).
| 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 | -5.745 | 10.537 | -55% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 746M | 3,204% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -13.67 | -7.89 | 173% |
| Returns for 3 years | 13.08 | 19.84 | 66% |
| Returns for 5 years | -3.98 | -5.34 | 74% |
| Returns for 10 years | 86.59 | 121.22 | 71% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers