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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
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 HFMSX is a Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 23.1B vs. HFMSX (3.21B). 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). PEMGX annual gain was more profitable for investors over the last year : -14.48 vs. HFMSX (-18.74). PEMGX return over 5 years is better than : -5.82 vs. HFMSX (-38.66).
| 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 | 2.033 | -4.591 | -44% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -18.74 | -14.48 | 129% |
| Returns for 3 years | -14.75 | 11.28 | -131% |
| Returns for 5 years | -38.66 | -5.82 | 665% |
| Returns for 10 years | -2.89 | 76.25 | -4% |
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