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PEMGX vs SMFAX
PEMGX vs SMFAX Comparison
Open Charts PEMGX vs SMFAX
PEMGX vs SMFAX Comparison Chart in %
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PEMGX vs. SMFAX commentary
Aug 03, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 23.1B vs. SMFAX (766M). PEMGX (0.00) and SMFAX (0.00) have matching dividends . PEMGX was incepted earlier than SMFAX: PEMGX (21 years) vs SMFAX (14 years). SMFAX (1.38) is less costly to investors than PEMGX (0.90). SMFAX is a more actively managed with annual turnover of: 51.00 vs. PEMGX (13.70). 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 : -14.48 vs. SMFAX (-17.01). PEMGX return over 5 years is better than : -5.82 vs. SMFAX (-18.32).
| PEMGX | SMFAX | PEMGX / SMFAX | |
| Total Expense Ratio | 0.90 | 1.20 | 75% |
| Annual Report Gross Expense Ratio | 0.90 | 1.38 | 65% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | -4.591 | 10.075 | -46% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 766M | 3,016% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -14.48 | -17.01 | 85% |
| Returns for 3 years | 11.28 | 5.33 | 212% |
| Returns for 5 years | -5.82 | -18.32 | 32% |
| Returns for 10 years | 76.25 | 71.37 | 107% |
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