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HFMSX vs PEMGX
HFMSX vs PEMGX Comparison
Open Charts HFMSX vs PEMGX
HFMSX vs PEMGX Comparison Chart in %
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HFMSX vs. PEMGX commentary
Jul 14, 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 HFMSX is a Buy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 23.7B vs. HFMSX (3.49B). HFMSX (0.00) and PEMGX (0.00) have matching dividends . HFMSX was incepted earlier than PEMGX: HFMSX (17 years) vs PEMGX (21 years). HFMSX (1.17) is less costly to investors than PEMGX (0.90). HFMSX is a more actively managed with annual turnover of: 81.00 vs. PEMGX (13.70). HFMSX has a lower initial minimum investment than PEMGX: HFMSX (0) vs PEMGX (1000). HFMSX annual gain was more profitable for investors over the last year : -12.69 vs. PEMGX (-13.38). PEMGX return over 5 years is better than : -2.33 vs. HFMSX (-34.44).
| HFMSX | PEMGX | HFMSX / PEMGX | |
| Total Expense Ratio | 1.17 | 0.90 | 130% |
| Annual Report Gross Expense Ratio | 1.17 | 0.90 | 130% |
| Fund Existence | 17 years | 21 years | - |
| Gain YTD | 7.718 | -4.297 | -180% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.49B | 23.7B | 15% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -12.69 | -13.38 | 95% |
| Returns for 3 years | -8.68 | 11.31 | -77% |
| Returns for 5 years | -34.44 | -2.33 | 1,478% |
| Returns for 10 years | 1.29 | 77.19 | 2% |
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