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PEMGX vs SMFAX
PEMGX vs SMFAX Comparison
Open Charts PEMGX vs SMFAX
American Beacon Stephens Mid-Cap Gr A
Price$27.28
Change-$1.50 (-5.21%)
VolumeN/A
Net Assets868.45M
PEMGX vs SMFAX Comparison Chart
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PEMGX vs. SMFAX commentary
Apr 04, 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 Buy and SMFAX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.8B vs. SMFAX (868M). PEMGX (0.00) and SMFAX (0.00) have matching dividends . PEMGX was incepted earlier than SMFAX: PEMGX (20 years) vs SMFAX (13 years). SMFAX (1.41) is less costly to investors than PEMGX (0.95). SMFAX is a more actively managed with annual turnover of: 16.00 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). PEMGX annual gain was more profitable for investors over the last year : 7.33 vs. SMFAX (-3.87). PEMGX return over 5 years is better than : 101.64 vs. SMFAX (64.55).
| PEMGX | SMFAX | PEMGX / SMFAX | |
| Total Expense Ratio | 0.95 | 1.21 | 79% |
| Annual Report Gross Expense Ratio | 0.95 | 1.41 | 67% |
| Fund Existence | 20 years | 13 years | - |
| Gain YTD | 1.009 | -4.544 | -22% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8B | 868M | 3,433% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.33 | -3.87 | -189% |
| Returns for 3 years | 19.09 | 1.05 | 1,812% |
| Returns for 5 years | 101.64 | 64.55 | 157% |
| Returns for 10 years | 86.08 | 61.65 | 140% |
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