PEMGX
Price
$42.33
Change
-$0.00 (-0.00%)
Updated
Nov 18 closing price
Net Assets
30.87B
SFMRX
Price
$41.88
Change
+$0.04 (+0.10%)
Updated
Nov 18 closing price
Net Assets
712.92M
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PEMGX vs SFMRX

Header iconPEMGX vs SFMRX Comparison
Open Charts PEMGX vs SFMRXBanner chart's image
Principal MidCap A
Price$42.33
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets30.87B
American Beacon Stephens Mid-Cap Gr R6
Price$41.88
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets712.92M
PEMGX vs SFMRX Comparison Chart in %
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PEMGX vs. SFMRX commentary
Nov 20, 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 Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.9B vs. SFMRX (713M). 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 : 4.15 vs. PEMGX (-6.54). PEMGX return over 5 years is better than : 24.68 vs. SFMRX (21.50).
PEMGXSFMRXPEMGX / SFMRX
Total Expense Ratio0.910.89102%
Annual Report Gross Expense Ratio0.910.89102%
Fund Existence20 years7 years-
Gain YTD-0.6809.148-7%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.9B713M4,334%
Annual Yield % from dividends0.000.00-
Returns for 1 year-6.544.15-157%
Returns for 3 years32.2842.5076%
Returns for 5 years24.6821.50115%
Returns for 10 years89.67N/A-
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