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AFOZX vs PEMGX
AFOZX vs PEMGX Comparison
Open Charts AFOZX vs PEMGX
AFOZX vs PEMGX Comparison Chart in %
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AFOZX vs. PEMGX commentary
Jul 14, 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 AFOZX is a Buy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 23.7B vs. AFOZX (348M). AFOZX (0.00) and PEMGX (0.00) have matching dividends . AFOZX was incepted earlier than PEMGX: AFOZX (7 years) vs PEMGX (21 years). PEMGX (0.90) is less costly to investors than AFOZX (0.82). AFOZX is a more actively managed with annual turnover of: 265.15 vs. PEMGX (13.70). PEMGX has a lower initial minimum investment than AFOZX: PEMGX (1000) vs AFOZX (500000). AFOZX annual gain was more profitable for investors over the last year : 26.63 vs. PEMGX (-13.38). AFOZX return over 5 years is better than : 15.94 vs. PEMGX (-2.33).
| AFOZX | PEMGX | AFOZX / PEMGX | |
| Total Expense Ratio | 0.82 | 0.90 | 91% |
| Annual Report Gross Expense Ratio | 0.82 | 0.90 | 91% |
| Fund Existence | 7 years | 21 years | - |
| Gain YTD | 12.044 | -4.297 | -280% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 23.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 26.63 | -13.38 | -199% |
| Returns for 3 years | 81.01 | 11.31 | 716% |
| Returns for 5 years | 15.94 | -2.33 | -684% |
| Returns for 10 years | N/A | 77.19 | - |
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