PEMGX
Price
$42.33
Change
-$0.00 (-0.00%)
Updated
Nov 18 closing price
Net Assets
30.87B
SMFYX
Price
$41.29
Change
+$0.05 (+0.12%)
Updated
Nov 18 closing price
Net Assets
712.92M
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PEMGX vs SMFYX

Header iconPEMGX vs SMFYX Comparison
Open Charts PEMGX vs SMFYXBanner chart's image
Principal MidCap A
Price$42.33
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets30.87B
American Beacon Stephens Mid-Cap Gr Y
Price$41.29
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets712.92M
PEMGX vs SMFYX Comparison Chart in %
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PEMGX vs. SMFYX commentary
Nov 20, 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 Hold and SMFYX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.9B vs. SMFYX (713M). PEMGX (0.00) and SMFYX (0.00) have matching dividends . PEMGX was incepted earlier than SMFYX: PEMGX (20 years) vs SMFYX (14 years). SMFYX (0.99) is less costly to investors than PEMGX (0.91). SMFYX is a more actively managed with annual turnover of: 24.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than SMFYX: PEMGX (1000) vs SMFYX (100000). SMFYX annual gain was more profitable for investors over the last year : 4.03 vs. PEMGX (-6.54). PEMGX return over 5 years is better than : 24.68 vs. SMFYX (20.91).
PEMGXSMFYXPEMGX / SMFYX
Total Expense Ratio0.910.9695%
Annual Report Gross Expense Ratio0.910.9992%
Fund Existence20 years14 years-
Gain YTD-0.6809.089-7%
Front Load6%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets30.9B713M4,334%
Annual Yield % from dividends0.000.00-
Returns for 1 year-6.544.03-162%
Returns for 3 years32.2842.0977%
Returns for 5 years24.6820.91118%
Returns for 10 years89.67114.2878%
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