PEMGX
Price
$43.41
Change
+$0.36 (+0.84%)
Updated
May 8 closing price
Net Assets
30.17B
SMFYX
Price
$37.39
Change
+$0.54 (+1.47%)
Updated
May 8 closing price
Net Assets
646.44M
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PEMGX vs SMFYX

Header iconPEMGX vs SMFYX Comparison
Open Charts PEMGX vs SMFYXBanner 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 Y
Price$37.39
Change+$0.54 (+1.47%)
VolumeN/A
Net Assets646.44M
PEMGX vs SMFYX Comparison Chart
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PEMGX vs. SMFYX 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 SMFYX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.2B vs. SMFYX (646M). PEMGX (0.00) and SMFYX (0.00) have matching dividends . PEMGX was incepted earlier than SMFYX: PEMGX (20 years) vs SMFYX (13 years). SMFYX (1.00) 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). PEMGX annual gain was more profitable for investors over the last year : 7.83 vs. SMFYX (0.77). PEMGX return over 5 years is better than : 62.10 vs. SMFYX (37.76).
PEMGXSMFYXPEMGX / SMFYX
Total Expense Ratio0.910.9695%
Annual Report Gross Expense Ratio0.911.0091%
Fund Existence20 years13 years-
Gain YTD0.141-2.642-5%
Front Load6%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets30.2B646M4,675%
Annual Yield % from dividends0.000.00-
Returns for 1 year7.830.771,023%
Returns for 3 years34.3825.00138%
Returns for 5 years62.1037.76164%
Returns for 10 years85.4482.17104%
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