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CBSAX vs PEMGX
CBSAX vs PEMGX Comparison
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CBSAX vs PEMGX Comparison Chart in %
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CBSAX vs. PEMGX commentary
Aug 18, 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 CBSAX is a StrongBuy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 23.7B vs. CBSAX (2.35B). CBSAX (0.00) and PEMGX (0.00) have matching dividends . CBSAX was incepted earlier than PEMGX: CBSAX (24 years) vs PEMGX (21 years). CBSAX (1.13) is less costly to investors than PEMGX (0.90). CBSAX is a more actively managed with annual turnover of: 200.00 vs. PEMGX (13.70). CBSAX (6%) and PEMGX (6%) have equivalent initial investment costs. PEMGX has a lower initial minimum investment than CBSAX: PEMGX (1000) vs CBSAX (2000). CBSAX annual gain was more profitable for investors over the last year : 5.69 vs. PEMGX (-9.16). PEMGX return over 5 years is better than : -0.32 vs. CBSAX (-7.12).
| CBSAX | PEMGX | CBSAX / PEMGX | |
| Total Expense Ratio | 1.12 | 0.90 | 124% |
| Annual Report Gross Expense Ratio | 1.13 | 0.90 | 126% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 20.786 | 0.810 | 2,565% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 23.7B | 10% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.69 | -9.16 | -62% |
| Returns for 3 years | 41.67 | 19.67 | 212% |
| Returns for 5 years | -7.12 | -0.32 | 2,254% |
| Returns for 10 years | 14.41 | 83.90 | 17% |
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