Interact to see
Advertisement
Advertisement
PEMGX vs SMFCX
PEMGX vs SMFCX Comparison
Open Charts PEMGX vs SMFCX
PEMGX vs SMFCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PEMGX vs. SMFCX commentary
Aug 23, 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 SMFCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 23.2B vs. SMFCX (807M). PEMGX (0.00) and SMFCX (0.00) have matching dividends . PEMGX was incepted earlier than SMFCX: PEMGX (21 years) vs SMFCX (15 years). SMFCX (1.98) is less costly to investors than PEMGX (0.90). SMFCX is a more actively managed with annual turnover of: 51.00 vs. PEMGX (13.70). PEMGX (1000) and SMFCX (1000) have matching initial minimum investment requirements. PEMGX annual gain was more profitable for investors over the last year : -10.28 vs. SMFCX (-17.76). PEMGX return over 5 years is better than : -1.03 vs. SMFCX (-22.30).
| PEMGX | SMFCX | PEMGX / SMFCX | |
| Total Expense Ratio | 0.90 | 1.94 | 46% |
| Annual Report Gross Expense Ratio | 0.90 | 1.98 | 45% |
| Fund Existence | 21 years | 15 years | - |
| Gain YTD | -0.810 | 13.767 | -6% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 807M | 2,875% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.28 | -17.76 | 58% |
| Returns for 3 years | 20.27 | 6.44 | 315% |
| Returns for 5 years | -1.03 | -22.30 | 5% |
| Returns for 10 years | 80.30 | 46.89 | 171% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GLNBX | 22.87 | 0.15 | +0.66% |
| MFS Global New Discovery B | |||
| MGISX | 28.80 | 0.18 | +0.63% |
| Morgan Stanley Inst Global Franchise R6 | |||
| PNAIX | 80.96 | 0.51 | +0.63% |
| T. Rowe Price All-Cap Opportunities-I | |||
| TWQCX | 19.69 | 0.10 | +0.51% |
| Transamerica Large Cap Value C | |||
| QKBGX | 24.07 | 0.08 | +0.33% |
| Federated Hermes MDT Balanced R6 | |||