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PEMGX vs SMFAX
PEMGX vs SMFAX Comparison
Open Charts PEMGX vs SMFAX
American Beacon Stephens Mid-Cap Gr A
Price$34.12
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets749.61M
PEMGX vs SMFAX Comparison Chart in %
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PEMGX vs. SMFAX commentary
Oct 18, 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: 31.8B vs. SMFAX (750M). 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 : 9.40 vs. PEMGX (-3.50). PEMGX return over 5 years is better than : 34.38 vs. SMFAX (23.56).
| PEMGX | SMFAX | PEMGX / SMFAX | |
| Total Expense Ratio | 0.91 | 1.21 | 75% |
| Annual Report Gross Expense Ratio | 0.91 | 1.39 | 65% |
| Fund Existence | 20 years | 14 years | - |
| Gain YTD | 1.713 | 13.068 | 13% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.8B | 750M | 4,240% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.50 | 9.40 | -37% |
| Returns for 3 years | 47.85 | 53.01 | 90% |
| Returns for 5 years | 34.38 | 23.56 | 146% |
| Returns for 10 years | 98.22 | 104.77 | 94% |
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