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HFMSX vs PEMGX
HFMSX vs PEMGX Comparison
Open Charts HFMSX vs PEMGX
HFMSX vs PEMGX Comparison Chart
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HFMSX vs. PEMGX commentary
Mar 13, 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 HFMSX is a Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.1B vs. HFMSX (4.46B). HFMSX (0.00) and PEMGX (0.00) have matching dividends . HFMSX was incepted earlier than PEMGX: HFMSX (16 years) vs PEMGX (20 years). HFMSX (1.16) is less costly to investors than PEMGX (0.95). HFMSX is a more actively managed with annual turnover of: 104.00 vs. PEMGX (10.50). HFMSX has a lower initial minimum investment than PEMGX: HFMSX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 5.24 vs. HFMSX (-13.68). PEMGX return over 5 years is better than : 77.09 vs. HFMSX (8.34).
| HFMSX | PEMGX | HFMSX / PEMGX | |
| Total Expense Ratio | 1.16 | 0.95 | 122% |
| Annual Report Gross Expense Ratio | 1.16 | 0.95 | 122% |
| Fund Existence | 16 years | 20 years | - |
| Gain YTD | -10.156 | -2.440 | 416% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.46B | 28.1B | 16% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -13.68 | 5.24 | -261% |
| Returns for 3 years | -15.23 | 25.20 | -60% |
| Returns for 5 years | 8.34 | 77.09 | 11% |
| Returns for 10 years | -2.21 | 84.17 | -3% |
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