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HBMCX vs PEMGX
HBMCX vs PEMGX Comparison
Open Charts HBMCX vs PEMGX
Hartford MidCap HLS IB
Price$22.87
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets800.29M
HBMCX vs PEMGX Comparison Chart in %
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HBMCX vs. PEMGX commentary
Sep 07, 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 Buy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.1B vs. HBMCX (800M). 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 : 9.33 vs. HBMCX (-8.76). PEMGX return over 5 years is better than : 46.73 vs. HBMCX (-33.00).
| 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 | -13.822 | 7.274 | -190% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 800M | 33.1B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.76 | 9.33 | -94% |
| Returns for 3 years | -6.17 | 45.84 | -13% |
| Returns for 5 years | -33.00 | 46.73 | -71% |
| Returns for 10 years | -31.93 | 108.77 | -29% |