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HFMIX vs PEMGX
HFMIX vs PEMGX Comparison
Open Charts HFMIX vs PEMGX
HFMIX vs PEMGX Comparison Chart in %
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HFMIX vs. PEMGX 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 HFMIX is a Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 23.1B vs. HFMIX (3.21B). HFMIX (0.00) and PEMGX (0.00) have matching dividends . HFMIX was incepted earlier than PEMGX: HFMIX (17 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 : -14.48 vs. HFMIX (-21.52). PEMGX return over 5 years is better than : -5.82 vs. HFMIX (-42.47).
| HFMIX | PEMGX | HFMIX / PEMGX | |
| Total Expense Ratio | 0.86 | 0.90 | 96% |
| Annual Report Gross Expense Ratio | 0.86 | 0.90 | 96% |
| Fund Existence | 17 years | 21 years | - |
| Gain YTD | 2.180 | -4.591 | -47% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.21B | 23.1B | 14% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -21.52 | -14.48 | 149% |
| Returns for 3 years | -18.20 | 11.28 | -161% |
| Returns for 5 years | -42.47 | -5.82 | 730% |
| Returns for 10 years | -11.40 | 76.25 | -15% |
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