Interact to see
Advertisement
Advertisement
HFMIX vs PEMGX
HFMIX vs PEMGX Comparison
Open Charts HFMIX vs PEMGX
HFMIX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HFMIX vs. PEMGX commentary
Sep 16, 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 HFMIX is a Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 21.3B vs. HFMIX (3.06B). HFMIX (0.00) and PEMGX (0.00) have matching dividends . HFMIX was incepted earlier than PEMGX: HFMIX (18 years) vs PEMGX (21 years). PEMGX (0.90) and HFMIX (0.86) have similar cost to investors . HFMIX is a more actively managed with annual turnover of: 81.00 vs. PEMGX (13.70). PEMGX has a lower initial minimum investment than HFMIX: PEMGX (1000) vs HFMIX (2000). PEMGX annual gain was more profitable for investors over the last year : -17.28 vs. HFMIX (-24.20). PEMGX return over 5 years is better than : -8.45 vs. HFMIX (-42.82).
| HFMIX | PEMGX | HFMIX / PEMGX | |
| Total Expense Ratio | 0.86 | 0.90 | 96% |
| Annual Report Gross Expense Ratio | 0.86 | 0.90 | 96% |
| Fund Existence | 18 years | 21 years | - |
| Gain YTD | 0.510 | -7.169 | -7% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.06B | 21.3B | 14% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -24.20 | -17.28 | 140% |
| Returns for 3 years | -14.21 | 10.36 | -137% |
| Returns for 5 years | -42.82 | -8.45 | 507% |
| Returns for 10 years | -12.88 | 73.28 | -18% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers