PEMGX
Price
$43.41
Change
-$0.75 (-1.70%)
Updated
Feb 21 closing price
Net Assets
29.57B
SMFAX
Price
$30.53
Change
-$0.88 (-2.80%)
Updated
Feb 21 closing price
Net Assets
820.36M
Ad is loading...

PEMGX vs SMFAX

Header iconPEMGX vs SMFAX Comparison
Open Charts PEMGX vs SMFAXBanner chart's image
Principal MidCap A
Price$43.41
Change-$0.75 (-1.70%)
VolumeN/A
Net Assets29.57B
American Beacon Stephens Mid-Cap Gr A
Price$30.53
Change-$0.88 (-2.80%)
VolumeN/A
Net Assets820.36M
PEMGX vs SMFAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
PEMGX vs. SMFAX commentary
Feb 23, 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 StrongBuy and SMFAX is a Hold.

Ad is loading...
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.6B vs. SMFAX (820M). PEMGX (0.00) and SMFAX (0.00) have matching dividends . PEMGX was incepted earlier than SMFAX: PEMGX (20 years) vs SMFAX (13 years). SMFAX is a more actively managed with annual turnover of: 16.00 vs. PEMGX (10.10). PEMGX has a lower initial minimum investment than SMFAX: PEMGX (1000) vs SMFAX (2500). PEMGX annual gain was more profitable for investors over the last year : 12.29 vs. SMFAX (4.81). PEMGX return over 5 years is better than : 34.02 vs. SMFAX (29.20).
PEMGXSMFAXPEMGX / SMFAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence20 years13 years-
Gain YTD1.8541.260147%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets29.6B820M3,610%
Annual Yield % from dividends0.000.00-
Returns for 1 year12.294.81256%
Returns for 3 years27.3013.58201%
Returns for 5 years34.0229.20117%
Returns for 10 years89.1171.23125%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
AMAJX10.74-0.21
-1.92%
American Century Small Cap Dividend R
FHCIX64.52-1.32
-2.00%
Fidelity Advisor Health Care I
RGAEX75.78-1.82
-2.35%
American Funds Growth Fund of Amer R4
BRWVX25.43-0.65
-2.49%
MFS Blended Research Growth Eq R6
WSGAX12.31-0.43
-3.38%
Macquarie Small Cap Growth A