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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
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 24.6B vs. SMFAX (699M). 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). SMFAX annual gain was more profitable for investors over the last year : -8.81 vs. PEMGX (-13.27). PEMGX return over 5 years is better than : -1.25 vs. SMFAX (-9.48).
| 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 | -6.948 | 11.616 | -60% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.6B | 699M | 3,519% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -13.27 | -8.81 | 151% |
| Returns for 3 years | 15.55 | 14.05 | 111% |
| Returns for 5 years | -1.25 | -9.48 | 13% |
| Returns for 10 years | 77.09 | 79.26 | 97% |
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