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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
Oct 15, 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 (4.36B). 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 : -1.50 vs. HFMSX (-5.94). PMBPX return over 5 years is better than : 36.71 vs. HFMSX (-15.36).
| 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 | 0.156 | 2.416 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.36B | 32.5B | 13% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | -5.94 | -1.50 | 397% |
| Returns for 3 years | 15.69 | 56.08 | 28% |
| Returns for 5 years | -15.36 | 36.71 | -42% |
| Returns for 10 years | 9.83 | 103.08 | 10% |
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