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IBSAX vs PEMGX
IBSAX vs PEMGX Comparison
Open Charts IBSAX vs PEMGX
IBSAX vs PEMGX Comparison Chart in %
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IBSAX 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 IBSAX is a Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.8B vs. IBSAX (296M). IBSAX pays higher dividends than PEMGX: IBSAX (0.06) vs PEMGX (0.00). IBSAX was incepted earlier than PEMGX: IBSAX (24 years) vs PEMGX (20 years). IBSAX (1.62) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 10.50 vs. IBSAX (4.00). 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 : -6.45 vs. IBSAX (-36.03). PEMGX return over 5 years is better than : 25.57 vs. IBSAX (-45.67).
| IBSAX | PEMGX | IBSAX / PEMGX | |
| Total Expense Ratio | 1.50 | 0.91 | 165% |
| Annual Report Gross Expense Ratio | 1.62 | 0.91 | 178% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | -34.985 | -0.680 | 5,142% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 296M | 30.8B | 1% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | -36.03 | -6.45 | 558% |
| Returns for 3 years | -33.77 | 32.28 | -105% |
| Returns for 5 years | -45.67 | 25.57 | -179% |
| Returns for 10 years | -51.04 | 89.67 | -57% |
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