PEMGX
Price
$43.05
Change
+$0.39 (+0.91%)
Updated
Apr 2 closing price
Net Assets
29.49B
SFMRX
Price
$36.66
Change
+$0.53 (+1.47%)
Updated
Apr 2 closing price
Net Assets
856.16M
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PEMGX vs SFMRX

Header iconPEMGX vs SFMRX Comparison
Open Charts PEMGX vs SFMRXBanner chart's image
Principal MidCap A
Price$43.05
Change+$0.39 (+0.91%)
VolumeN/A
Net Assets29.49B
American Beacon Stephens Mid-Cap Gr R6
Price$36.66
Change+$0.53 (+1.47%)
VolumeN/A
Net Assets856.16M
PEMGX vs SFMRX Comparison Chart
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PEMGX vs. SFMRX commentary
Apr 03, 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 Buy and SFMRX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.5B vs. SFMRX (856M). PEMGX (0.00) and SFMRX (0.00) have matching dividends . PEMGX was incepted earlier than SFMRX: PEMGX (20 years) vs SFMRX (6 years). PEMGX (0.95) is less costly to investors than SFMRX (0.90). SFMRX is a more actively managed with annual turnover of: 16.00 vs. PEMGX (10.50). SFMRX has a lower initial minimum investment than PEMGX: SFMRX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 6.81 vs. SFMRX (-2.37). PEMGX return over 5 years is better than : 99.81 vs. SFMRX (72.76).
PEMGXSFMRXPEMGX / SFMRX
Total Expense Ratio0.950.89107%
Annual Report Gross Expense Ratio0.950.90106%
Fund Existence20 years6 years-
Gain YTD0.094-4.457-2%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets29.5B856M3,446%
Annual Yield % from dividends0.000.00-
Returns for 1 year6.81-2.37-287%
Returns for 3 years19.034.62412%
Returns for 5 years99.8172.76137%
Returns for 10 years85.20N/A-
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