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HFMSX vs PMBPX
HFMSX vs PMBPX Comparison
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HFMSX vs PMBPX Comparison Chart
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HFMSX vs. PMBPX commentary
May 23, 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 Buy and PMBPX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.5B vs. HFMSX (4.56B). PMBPX pays higher dividends than HFMSX: PMBPX (0.01) vs HFMSX (0.00). HFMSX was incepted earlier than PMBPX: HFMSX (16 years) vs PMBPX (24 years). HFMSX (1.17) is less costly to investors than PMBPX (0.83). HFMSX is a more actively managed with annual turnover of: 51.00 vs. PMBPX (10.50). HFMSX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 7.96 vs. HFMSX (-6.09). PMBPX return over 5 years is better than : 63.01 vs. HFMSX (-3.43).
| HFMSX | PMBPX | HFMSX / PMBPX | |
| Total Expense Ratio | 1.17 | 0.83 | 141% |
| Annual Report Gross Expense Ratio | 1.17 | 0.83 | 141% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | -2.991 | 1.864 | -160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 30.5B | 15% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | -6.09 | 7.96 | -77% |
| Returns for 3 years | -1.46 | 41.09 | -4% |
| Returns for 5 years | -3.43 | 63.01 | -5% |
| Returns for 10 years | 2.26 | 90.00 | 3% |
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