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AWMIX vs PEMGX
AWMIX vs PEMGX Comparison
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AWMIX vs PEMGX Comparison Chart in %
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AWMIX vs. PEMGX commentary
Sep 15, 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 AWMIX is a Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 21.4B vs. AWMIX (650M). AWMIX (0.00) and PEMGX (0.00) have matching dividends . AWMIX was incepted earlier than PEMGX: AWMIX (12 years) vs PEMGX (21 years). PEMGX (0.90) is less costly to investors than AWMIX (0.82). AWMIX is a more actively managed with annual turnover of: 24.00 vs. PEMGX (13.70). PEMGX has a lower initial minimum investment than AWMIX: PEMGX (1000) vs AWMIX (250000). AWMIX annual gain was more profitable for investors over the last year : -9.66 vs. PEMGX (-18.39). PEMGX return over 5 years is better than : -8.19 vs. AWMIX (-18.46).
| AWMIX | PEMGX | AWMIX / PEMGX | |
| Total Expense Ratio | 0.82 | 0.90 | 91% |
| Annual Report Gross Expense Ratio | 0.82 | 0.90 | 91% |
| Fund Existence | 12 years | 21 years | - |
| Gain YTD | 5.853 | -7.292 | -80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 21.4B | 3% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -9.66 | -18.39 | 53% |
| Returns for 3 years | 5.50 | 10.28 | 54% |
| Returns for 5 years | -18.46 | -8.19 | 225% |
| Returns for 10 years | 66.29 | 73.29 | 90% |
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