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HFMSX vs PMBPX
HFMSX vs PMBPX Comparison
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HFMSX vs PMBPX Comparison Chart in %
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HFMSX vs. PMBPX commentary
Aug 17, 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 PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. HFMSX (4.53B). PMBPX pays higher dividends than HFMSX: PMBPX (0.01) vs HFMSX (0.00). HFMSX was incepted earlier than PMBPX: HFMSX (16 years) vs PMBPX (25 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 : 9.12 vs. HFMSX (3.53). PMBPX return over 5 years is better than : 45.20 vs. HFMSX (-10.93).
| 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 | 25 years | - |
| Gain YTD | 3.178 | 5.798 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 32.5B | 14% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 3.53 | 9.12 | 39% |
| Returns for 3 years | -3.66 | 30.75 | -12% |
| Returns for 5 years | -10.93 | 45.20 | -24% |
| Returns for 10 years | 7.60 | 96.67 | 8% |
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