PEMGX
Price
$43.41
Change
+$0.36 (+0.84%)
Updated
May 8 closing price
Net Assets
30.17B
SMFCX
Price
$26.03
Change
+$0.38 (+1.48%)
Updated
May 8 closing price
Net Assets
646.44M
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PEMGX vs SMFCX

Header iconPEMGX vs SMFCX Comparison
Open Charts PEMGX vs SMFCXBanner chart's image
Principal MidCap A
Price$43.41
Change+$0.36 (+0.84%)
VolumeN/A
Net Assets30.17B
American Beacon Stephens Mid-Cap Gr C
Price$26.03
Change+$0.38 (+1.48%)
VolumeN/A
Net Assets646.44M
PEMGX vs SMFCX Comparison Chart
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PEMGX vs. SMFCX commentary
May 09, 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 SMFCX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.2B vs. SMFCX (646M). PEMGX (0.00) and SMFCX (0.00) have matching dividends . PEMGX was incepted earlier than SMFCX: PEMGX (20 years) vs SMFCX (13 years). SMFCX (1.98) is less costly to investors than PEMGX (0.91). SMFCX is a more actively managed with annual turnover of: 24.00 vs. PEMGX (10.50). PEMGX (1000) and SMFCX (1000) have matching initial minimum investment requirements. PEMGX annual gain was more profitable for investors over the last year : 8.82 vs. SMFCX (0.12). PEMGX return over 5 years is better than : 63.50 vs. SMFCX (26.48).
PEMGXSMFCXPEMGX / SMFCX
Total Expense Ratio0.911.9547%
Annual Report Gross Expense Ratio0.911.9846%
Fund Existence20 years13 years-
Gain YTD1.009-1.551-65%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets30.2B646M4,675%
Annual Yield % from dividends0.000.00-
Returns for 1 year8.820.127,646%
Returns for 3 years40.7826.67153%
Returns for 5 years63.5026.48240%
Returns for 10 years87.8649.66177%
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