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HBMCX vs PEMGX
HBMCX vs PEMGX Comparison
Open Charts HBMCX vs PEMGX
Hartford MidCap HLS IB
Price$20.97
Change+$0.09 (+0.43%)
VolumeN/A
Net Assets710.71M
HBMCX vs PEMGX Comparison Chart in %
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HBMCX vs. PEMGX commentary
Nov 20, 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 HBMCX is a Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.8B vs. HBMCX (711M). HBMCX (0.00) and PEMGX (0.00) have matching dividends . HBMCX was incepted earlier than PEMGX: HBMCX (26 years) vs PEMGX (20 years). HBMCX (0.99) is less costly to investors than PEMGX (0.91). HBMCX is a more actively managed with annual turnover of: 75.00 vs. PEMGX (10.50). HBMCX has a lower initial minimum investment than PEMGX: HBMCX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : -6.45 vs. HBMCX (-23.57). PEMGX return over 5 years is better than : 25.57 vs. HBMCX (-45.83).
| HBMCX | PEMGX | HBMCX / PEMGX | |
| Total Expense Ratio | 0.99 | 0.91 | 109% |
| Annual Report Gross Expense Ratio | 0.99 | 0.91 | 109% |
| Fund Existence | 26 years | 20 years | - |
| Gain YTD | -21.148 | -0.680 | 3,108% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 711M | 30.8B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -23.57 | -6.45 | 365% |
| Returns for 3 years | -15.50 | 32.28 | -48% |
| Returns for 5 years | -45.83 | 25.57 | -179% |
| Returns for 10 years | -39.26 | 89.67 | -44% |
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