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IBSAX vs PEMGX
IBSAX vs PEMGX Comparison
Open Charts IBSAX vs PEMGX
IBSAX vs PEMGX Comparison Chart
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IBSAX vs. PEMGX commentary
Feb 23, 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 IBSAX is a Hold and PEMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.6B vs. IBSAX (416M). IBSAX (0.00) and PEMGX (0.00) have matching dividends . IBSAX was incepted earlier than PEMGX: IBSAX (23 years) vs PEMGX (20 years). PEMGX is a more actively managed with annual turnover of: 10.10 vs. IBSAX (1.00). IBSAX has a lower initial minimum investment than PEMGX: IBSAX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 12.29 vs. IBSAX (-5.45). PEMGX return over 5 years is better than : 34.02 vs. IBSAX (-7.83).
| IBSAX | PEMGX | IBSAX / PEMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | -1.788 | 1.854 | -96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 416M | 29.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.45 | 12.29 | -44% |
| Returns for 3 years | -17.83 | 27.30 | -65% |
| Returns for 5 years | -7.83 | 34.02 | -23% |
| Returns for 10 years | -36.79 | 89.11 | -41% |
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