PEMGX
Price
$45.07
Change
-$0.13 (-0.29%)
Updated
Aug 15 closing price
Net Assets
32.57B
SMFAX
Price
$33.57
Change
+$0.03 (+0.09%)
Updated
Aug 15 closing price
Net Assets
659.06M
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PEMGX vs SMFAX

Header iconPEMGX vs SMFAX Comparison
Open Charts PEMGX vs SMFAXBanner chart's image
Principal MidCap A
Price$45.07
Change-$0.13 (-0.29%)
VolumeN/A
Net Assets32.57B
American Beacon Stephens Mid-Cap Gr A
Price$33.57
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets659.06M
PEMGX vs SMFAX Comparison Chart in %
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PEMGX vs. SMFAX commentary
Aug 16, 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.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.6B vs. SMFAX (659M). PEMGX (0.00) and SMFAX (0.00) have matching dividends . PEMGX was incepted earlier than SMFAX: PEMGX (20 years) vs SMFAX (13 years). SMFAX (1.39) 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 : 13.95 vs. PEMGX (9.28). PEMGX return over 5 years is better than : 44.50 vs. SMFAX (26.77).
PEMGXSMFAXPEMGX / SMFAX
Total Expense Ratio0.911.2175%
Annual Report Gross Expense Ratio0.911.3965%
Fund Existence20 years13 years-
Gain YTD6.05411.34353%
Front Load6%6%96%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets32.6B659M4,947%
Annual Yield % from dividends0.000.00-
Returns for 1 year9.2813.9567%
Returns for 3 years30.5629.61103%
Returns for 5 years44.5026.77166%
Returns for 10 years93.9686.36109%
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