PEMGX
Price
$37.68
Change
-$0.22 (-0.58%)
Updated
Jun 2 closing price
Net Assets
24.56B
SFMRX
Price
$38.79
Change
+$0.27 (+0.70%)
Updated
Jun 2 closing price
Net Assets
699.23M
Interact to see
Advertisement

PEMGX vs SFMRX

Header iconPEMGX vs SFMRX Comparison
Open Charts PEMGX vs SFMRXBanner chart's image
PEMGX vs SFMRX Comparison Chart in %
View a ticker or compare two or three
VS
PEMGX vs. SFMRX commentary
Jun 03, 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 SFMRX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 24.6B vs. SFMRX (699M). PEMGX (0.00) and SFMRX (0.00) have matching dividends . PEMGX was incepted earlier than SFMRX: PEMGX (21 years) vs SFMRX (7 years). SFMRX (0.91) and PEMGX (0.90) have similar cost to investors . SFMRX is a more actively managed with annual turnover of: 51.00 vs. PEMGX (13.70). 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 : -1.75 vs. PEMGX (-13.27). SFMRX return over 5 years is better than : 1.78 vs. PEMGX (-1.25).
PEMGXSFMRXPEMGX / SFMRX
Total Expense Ratio0.900.88102%
Annual Report Gross Expense Ratio0.900.9199%
Fund Existence21 years7 years-
Gain YTD-6.94811.787-59%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets24.6B699M3,519%
Annual Yield % from dividends0.000.00-
Returns for 1 year-13.27-1.75759%
Returns for 3 years15.5524.8962%
Returns for 5 years-1.251.78-70%
Returns for 10 years77.09N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CAGEX20.490.09
+0.44%
Calamos Global Equity A
PRRAX30.44N/A
N/A
Principal Real Estate Securities A
DHMYX27.08N/A
N/A
Diamond Hill Small-Mid Cap Y
TQSAX28.73N/A
N/A
T. Rowe Price Integrated US SMCC Eq Adv
OWLLX12.80N/A
N/A
Channing Intrinsic Value Sm-Cp Instl