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CHCLX vs PEMGX
CHCLX vs PEMGX Comparison
Open Charts CHCLX vs PEMGX
CHCLX vs PEMGX Comparison Chart in %
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CHCLX vs. PEMGX commentary
Jun 23, 2025
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 CHCLX is a Buy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.6B vs. CHCLX (2.48B). CHCLX (0.00) and PEMGX (0.00) have matching dividends . CHCLX was incepted earlier than PEMGX: CHCLX (87 years) vs PEMGX (20 years). CHCLX (0.94) and PEMGX (0.91) have similar cost to investors . CHCLX is a more actively managed with annual turnover of: 79.00 vs. PEMGX (10.50). PEMGX initial investment is less costly to investors than CHCLX (4%) vs CHCLX (4%). PEMGX has a lower initial minimum investment than CHCLX: PEMGX (1000) vs CHCLX (2500). PEMGX annual gain was more profitable for investors over the last year : 9.94 vs. CHCLX (5.84). PEMGX return over 5 years is better than : 51.53 vs. CHCLX (-6.65).
| CHCLX | PEMGX | CHCLX / PEMGX | |
| Total Expense Ratio | 0.93 | 0.91 | 102% |
| Annual Report Gross Expense Ratio | 0.94 | 0.91 | 103% |
| Fund Existence | 87 years | 20 years | - |
| Gain YTD | -4.507 | 2.464 | -183% |
| Front Load | 4% | 6% | 77% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.48B | 30.6B | 8% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.84 | 9.94 | 59% |
| Returns for 3 years | 39.68 | 51.11 | 78% |
| Returns for 5 years | -6.65 | 51.53 | -13% |
| Returns for 10 years | 12.30 | 87.55 | 14% |
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