PEMGX
Price
$42.33
Change
-$0.00 (-0.00%)
Updated
Nov 18 closing price
Net Assets
30.87B
SMFAX
Price
$32.82
Change
+$0.04 (+0.12%)
Updated
Nov 18 closing price
Net Assets
712.92M
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PEMGX vs SMFAX

Header iconPEMGX vs SMFAX Comparison
Open Charts PEMGX vs SMFAXBanner 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 A
Price$32.82
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets712.92M
PEMGX vs SMFAX Comparison Chart in %
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PEMGX vs. SMFAX 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 SMFAX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.9B vs. SMFAX (713M). PEMGX (0.00) and SMFAX (0.00) have matching dividends . PEMGX was incepted earlier than SMFAX: PEMGX (20 years) vs SMFAX (14 years). SMFAX (1.39) is less costly to investors than PEMGX (0.91). SMFAX is a more actively managed with annual turnover of: 24.00 vs. PEMGX (10.50). SMFAX (6%) and PEMGX (6%) have equivalent initial investment costs. PEMGX has a lower initial minimum investment than SMFAX: PEMGX (1000) vs SMFAX (2500). SMFAX annual gain was more profitable for investors over the last year : 2.79 vs. PEMGX (-6.54). PEMGX return over 5 years is better than : 24.68 vs. SMFAX (15.73).
PEMGXSMFAXPEMGX / SMFAX
Total Expense Ratio0.911.2175%
Annual Report Gross Expense Ratio0.911.3965%
Fund Existence20 years14 years-
Gain YTD-0.6808.856-8%
Front Load6%6%96%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets30.9B713M4,334%
Annual Yield % from dividends0.000.00-
Returns for 1 year-6.542.79-234%
Returns for 3 years32.2838.8383%
Returns for 5 years24.6815.73157%
Returns for 10 years89.6793.7296%
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