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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
Jul 11, 2026
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: 23.7B vs. IBGIX (213M). IBGIX pays higher dividends than PEMGX: IBGIX (0.59) vs PEMGX (0.00). IBGIX was incepted earlier than PEMGX: IBGIX (24 years) vs PEMGX (21 years). IBGIX (1.24) is less costly to investors than PEMGX (0.90). PEMGX is a more actively managed with annual turnover of: 13.70 vs. IBGIX (13.00). 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 : -14.45 vs. IBGIX (-52.37). PEMGX return over 5 years is better than : -3.96 vs. IBGIX (-64.06).
| IBGIX | PEMGX | IBGIX / PEMGX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.24 | 0.90 | 138% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | -35.905 | -4.616 | 778% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 23.7B | 1% |
| Annual Yield % from dividends | 0.59 | 0.00 | - |
| Returns for 1 year | -52.37 | -14.45 | 362% |
| Returns for 3 years | -54.16 | 12.15 | -446% |
| Returns for 5 years | -64.06 | -3.96 | 1,619% |
| Returns for 10 years | -58.58 | 77.65 | -75% |
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