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IBGIX vs PEMGX
IBGIX vs PEMGX Comparison
Open Charts IBGIX vs PEMGX
IBGIX vs PEMGX Comparison Chart in %
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IBGIX vs. PEMGX commentary
Nov 20, 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 Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.9B vs. IBGIX (296M). IBGIX pays higher dividends than PEMGX: IBGIX (0.53) vs PEMGX (0.00). IBGIX was incepted earlier than PEMGX: IBGIX (24 years) vs PEMGX (20 years). IBGIX (1.12) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 10.50 vs. IBGIX (4.00). 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 : -6.54 vs. IBGIX (-30.82). PEMGX return over 5 years is better than : 24.68 vs. IBGIX (-35.59).
| IBGIX | PEMGX | IBGIX / PEMGX | |
| Total Expense Ratio | 1.00 | 0.91 | 110% |
| Annual Report Gross Expense Ratio | 1.12 | 0.91 | 123% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | -29.551 | -0.680 | 4,343% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 296M | 30.9B | 1% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | -30.82 | -6.54 | 472% |
| Returns for 3 years | -25.37 | 32.28 | -79% |
| Returns for 5 years | -35.59 | 24.68 | -144% |
| Returns for 10 years | -33.79 | 89.67 | -38% |
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