PEMGX
Price
$45.59
Change
-$0.13 (-0.28%)
Updated
Sep 5 closing price
Net Assets
33.13B
SMFAX
Price
$33.88
Change
+$0.25 (+0.74%)
Updated
Sep 4 closing price
Net Assets
680.55M
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PEMGX vs SMFAX

Header iconPEMGX vs SMFAX Comparison
Open Charts PEMGX vs SMFAXBanner chart's image
Principal MidCap A
Price$45.59
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets33.13B
American Beacon Stephens Mid-Cap Gr A
Price$33.88
Change+$0.25 (+0.74%)
VolumeN/A
Net Assets680.55M
PEMGX vs SMFAX Comparison Chart in %
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PEMGX vs. SMFAX commentary
Sep 06, 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: 33.1B vs. SMFAX (681M). 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 : 16.39 vs. PEMGX (9.33). PEMGX return over 5 years is better than : 46.73 vs. SMFAX (30.31).
PEMGXSMFAXPEMGX / SMFAX
Total Expense Ratio0.911.2175%
Annual Report Gross Expense Ratio0.911.3965%
Fund Existence20 years14 years-
Gain YTD7.27412.37159%
Front Load6%6%96%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets33.1B681M4,860%
Annual Yield % from dividends0.000.00-
Returns for 1 year9.3316.3957%
Returns for 3 years45.8445.85100%
Returns for 5 years46.7330.31154%
Returns for 10 years108.7799.29110%
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