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HAGIX vs PMBJX
HAGIX vs PMBJX Comparison
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HAGIX vs PMBJX Comparison Chart in %
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HAGIX vs. PMBJX commentary
Aug 03, 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 HAGIX is a Hold and PMBJX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 23.1B vs. HAGIX (4.85B). HAGIX (0.00) and PMBJX (0.00) have matching dividends . HAGIX was incepted earlier than PMBJX: HAGIX (20 years) vs PMBJX (25 years). PMBJX (0.76) and HAGIX (0.75) have similar cost to investors . HAGIX is a more actively managed with annual turnover of: 41.00 vs. PMBJX (13.70). PMBJX has a lower initial minimum investment than HAGIX: PMBJX (1000) vs HAGIX (10000). HAGIX annual gain was more profitable for investors over the last year : -9.82 vs. PMBJX (-14.58). PMBJX return over 5 years is better than : -6.05 vs. HAGIX (-30.05).
| HAGIX | PMBJX | HAGIX / PMBJX | |
| Total Expense Ratio | 0.75 | 0.76 | 99% |
| Annual Report Gross Expense Ratio | 0.75 | 0.76 | 99% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 5.748 | -4.519 | -127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.85B | 23.1B | 21% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -9.82 | -14.58 | 67% |
| Returns for 3 years | -9.08 | 11.18 | -81% |
| Returns for 5 years | -30.05 | -6.05 | 496% |
| Returns for 10 years | 65.70 | 75.68 | 87% |
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