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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
Sep 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 CBSAX is a Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 21.4B vs. CBSAX (2.28B). 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 : -4.34 vs. PEMGX (-18.39). PEMGX return over 5 years is better than : -8.19 vs. CBSAX (-16.56).
| 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 | 12.632 | -7.292 | -173% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 21.4B | 11% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.34 | -18.39 | 24% |
| Returns for 3 years | 32.84 | 10.28 | 319% |
| Returns for 5 years | -16.56 | -8.19 | 202% |
| Returns for 10 years | 8.55 | 73.29 | 12% |
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