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IBGIX vs PEMGX
IBGIX vs PEMGX Comparison
Open Charts IBGIX vs PEMGX
IBGIX vs PEMGX Comparison Chart
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IBGIX vs. PEMGX commentary
Apr 04, 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 IBGIX is a Buy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.8B vs. IBGIX (395M). IBGIX (0.00) and PEMGX (0.00) have matching dividends . IBGIX was incepted earlier than PEMGX: IBGIX (23 years) vs PEMGX (20 years). IBGIX (1.12) is less costly to investors than PEMGX (0.95). PEMGX is a more actively managed with annual turnover of: 10.50 vs. IBGIX (1.00). IBGIX has a lower initial minimum investment than PEMGX: IBGIX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 7.33 vs. IBGIX (-5.93). PEMGX return over 5 years is better than : 101.64 vs. IBGIX (52.68).
| IBGIX | PEMGX | IBGIX / PEMGX | |
| Total Expense Ratio | 1.00 | 0.95 | 105% |
| Annual Report Gross Expense Ratio | 1.12 | 0.95 | 118% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | -4.000 | 1.009 | -396% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 395M | 29.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.93 | 7.33 | -81% |
| Returns for 3 years | -16.81 | 19.09 | -88% |
| Returns for 5 years | 52.68 | 101.64 | 52% |
| Returns for 10 years | -23.61 | 86.08 | -27% |
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