PEMGX
Price
$44.62
Change
+$0.03 (+0.07%)
Updated
Oct 8 closing price
Net Assets
32.87B
SFMRX
Price
$44.52
Change
+$0.63 (+1.44%)
Updated
Oct 8 closing price
Net Assets
758.7M
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PEMGX vs SFMRX

Header iconPEMGX vs SFMRX Comparison
Open Charts PEMGX vs SFMRXBanner chart's image
Principal MidCap A
Price$44.62
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets32.87B
American Beacon Stephens Mid-Cap Gr R6
Price$44.52
Change+$0.63 (+1.44%)
VolumeN/A
Net Assets758.7M
PEMGX vs SFMRX Comparison Chart in %
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PEMGX vs. SFMRX commentary
Oct 09, 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 Hold and SFMRX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.9B vs. SFMRX (759M). PEMGX (0.00) and SFMRX (0.00) have matching dividends . PEMGX was incepted earlier than SFMRX: PEMGX (20 years) vs SFMRX (7 years). PEMGX (0.91) and SFMRX (0.89) have similar cost to investors . SFMRX is a more actively managed with annual turnover of: 24.00 vs. PEMGX (10.50). SFMRX has a lower initial minimum investment than PEMGX: SFMRX (0) vs PEMGX (1000). SFMRX annual gain was more profitable for investors over the last year : 15.55 vs. PEMGX (2.44). PEMGX return over 5 years is better than : 37.88 vs. SFMRX (33.65).
PEMGXSFMRXPEMGX / SFMRX
Total Expense Ratio0.910.89102%
Annual Report Gross Expense Ratio0.910.89102%
Fund Existence20 years7 years-
Gain YTD4.62216.02829%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.9B759M4,335%
Annual Yield % from dividends0.000.00-
Returns for 1 year2.4415.5516%
Returns for 3 years53.0260.9087%
Returns for 5 years37.8833.65113%
Returns for 10 years104.45N/A-
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