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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
Nov 18, 2024
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 Buy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.3B vs. IBSAX (454M). IBSAX (0.00) and PEMGX (0.00) have matching dividends . IBSAX was incepted earlier than PEMGX: IBSAX (23 years) vs PEMGX (19 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 : 28.88 vs. IBSAX (6.84). PEMGX return over 5 years is better than : 47.78 vs. IBSAX (-32.17).
| IBSAX | PEMGX | IBSAX / PEMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 0.392 | 22.985 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 29.3B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.84 | 28.88 | 24% |
| Returns for 3 years | -29.15 | 2.40 | -1,213% |
| Returns for 5 years | -32.17 | 47.78 | -67% |
| Returns for 10 years | -30.85 | 102.98 | -30% |
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