Interact to see
Advertisement
Advertisement
BGRUX vs PEMGX
BGRUX vs PEMGX Comparison
Open Charts BGRUX vs PEMGX
BGRUX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BGRUX vs. PEMGX commentary
Jun 24, 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 BGRUX is a Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 23.7B vs. BGRUX (2.09B). BGRUX pays higher dividends than PEMGX: BGRUX (0.87) vs PEMGX (0.00). BGRUX was incepted earlier than PEMGX: BGRUX (10 years) vs PEMGX (21 years). BGRUX (1.34) is less costly to investors than PEMGX (0.90). PEMGX is a more actively managed with annual turnover of: 13.70 vs. BGRUX (1.00). PEMGX has a lower initial minimum investment than BGRUX: PEMGX (1000) vs BGRUX (5000000). PEMGX annual gain was more profitable for investors over the last year : -12.39 vs. BGRUX (-34.15). PEMGX return over 5 years is better than : -2.84 vs. BGRUX (-50.09).
| BGRUX | PEMGX | BGRUX / PEMGX | |
| Total Expense Ratio | 1.34 | 0.90 | 149% |
| Annual Report Gross Expense Ratio | 1.34 | 0.90 | 149% |
| Fund Existence | 10 years | 21 years | - |
| Gain YTD | -14.559 | -6.064 | 240% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 23.7B | 9% |
| Annual Yield % from dividends | 0.87 | 0.00 | - |
| Returns for 1 year | -34.15 | -12.39 | 276% |
| Returns for 3 years | -38.60 | 14.28 | -270% |
| Returns for 5 years | -50.09 | -2.84 | 1,761% |
| Returns for 10 years | -8.77 | 84.53 | -10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IXC | 50.37 | 0.54 | +1.08% |
| iShares Global Energy ETF | |||
| OCTM | 33.57 | N/A | N/A |
| FT Vest U.S. Equity Max Buffer ETF – Oct | |||
| IRTR | 32.06 | -0.07 | -0.21% |
| iShares LifePath Retirement ETF | |||
| XDTE | 39.31 | -0.09 | -0.23% |
| Roundhill S&P 500 0DTE Cov Cll Strat ETF | |||
| GPZ | 22.49 | -0.29 | -1.27% |
| Vaneck Alternative Asset Manager ETF | |||