PEMGX
Price
$40.71
Change
+$0.14 (+0.35%)
Updated
Apr 17 closing price
Net Assets
28.23B
SMFCX
Price
$23.78
Change
+$0.10 (+0.42%)
Updated
Apr 17 closing price
Net Assets
816.52M
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PEMGX vs SMFCX

Header iconPEMGX vs SMFCX Comparison
Open Charts PEMGX vs SMFCXBanner chart's image
Principal MidCap A
Price$40.71
Change+$0.14 (+0.35%)
VolumeN/A
Net Assets28.23B
American Beacon Stephens Mid-Cap Gr C
Price$23.78
Change+$0.10 (+0.42%)
VolumeN/A
Net Assets816.52M
PEMGX vs SMFCX Comparison Chart
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PEMGX vs. SMFCX commentary
Apr 18, 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: 28.2B vs. SMFCX (817M). 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 (0.95). SMFCX is a more actively managed with annual turnover of: 16.00 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 : 6.59 vs. SMFCX (-6.22). PEMGX return over 5 years is better than : 59.79 vs. SMFCX (23.85).
PEMGXSMFCXPEMGX / SMFCX
Total Expense Ratio0.951.9549%
Annual Report Gross Expense Ratio0.951.9848%
Fund Existence20 years13 years-
Gain YTD-4.810-10.43946%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets28.2B817M3,452%
Annual Yield % from dividends0.000.00-
Returns for 1 year6.59-6.22-106%
Returns for 3 years17.90-2.39-749%
Returns for 5 years59.7923.85251%
Returns for 10 years75.7434.44220%
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