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BGRFX vs PEMGX
BGRFX vs PEMGX Comparison
Open Charts BGRFX vs PEMGX
BGRFX vs PEMGX Comparison Chart in %
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BGRFX vs. PEMGX commentary
Jun 21, 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 BGRFX is a Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 24B vs. BGRFX (2.15B). BGRFX pays higher dividends than PEMGX: BGRFX (0.58) vs PEMGX (0.00). BGRFX was incepted earlier than PEMGX: BGRFX (31 years) vs PEMGX (21 years). BGRFX (1.60) is less costly to investors than PEMGX (0.90). PEMGX is a more actively managed with annual turnover of: 13.70 vs. BGRFX (1.00). PEMGX has a lower initial minimum investment than BGRFX: PEMGX (1000) vs BGRFX (2000). PEMGX annual gain was more profitable for investors over the last year : -12.11 vs. BGRFX (-35.18). PEMGX return over 5 years is better than : -0.83 vs. BGRFX (-50.86).
| BGRFX | PEMGX | BGRFX / PEMGX | |
| Total Expense Ratio | 1.60 | 0.90 | 178% |
| Annual Report Gross Expense Ratio | 1.60 | 0.90 | 178% |
| Fund Existence | 31 years | 21 years | - |
| Gain YTD | -14.648 | -6.064 | 242% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 24B | 9% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | -35.18 | -12.11 | 291% |
| Returns for 3 years | -41.87 | 13.87 | -302% |
| Returns for 5 years | -50.86 | -0.83 | 6,132% |
| Returns for 10 years | -16.28 | 80.37 | -20% |
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