Interact to see
Advertisement
Advertisement
IBGIX vs PEMGX
IBGIX vs PEMGX Comparison
Open Charts IBGIX vs PEMGX
IBGIX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IBGIX vs. PEMGX commentary
Aug 16, 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 Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.6B vs. IBGIX (338M). 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 (0.91). 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 : 9.28 vs. IBGIX (-22.02). PEMGX return over 5 years is better than : 44.50 vs. IBGIX (-22.11).
| IBGIX | PEMGX | IBGIX / PEMGX | |
| Total Expense Ratio | 1.00 | 0.91 | 110% |
| Annual Report Gross Expense Ratio | 1.12 | 0.91 | 123% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | -23.915 | 6.054 | -395% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 338M | 32.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -22.02 | 9.28 | -237% |
| Returns for 3 years | -21.54 | 30.56 | -70% |
| Returns for 5 years | -22.11 | 44.50 | -50% |
| Returns for 10 years | -32.95 | 93.96 | -35% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers