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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
Apr 18, 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 Buy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.2B vs. IBSAX (366M). IBSAX (0.00) and PEMGX (0.00) have matching dividends . IBSAX was incepted earlier than PEMGX: IBSAX (23 years) vs PEMGX (20 years). IBSAX (1.62) is less costly to investors than PEMGX (0.95). PEMGX is a more actively managed with annual turnover of: 10.50 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 : 6.59 vs. IBSAX (-9.22). PEMGX return over 5 years is better than : 59.79 vs. IBSAX (8.36).
| IBSAX | PEMGX | IBSAX / PEMGX | |
| Total Expense Ratio | 1.50 | 0.95 | 158% |
| Annual Report Gross Expense Ratio | 1.62 | 0.95 | 171% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | -10.482 | -4.810 | 218% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 366M | 28.2B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -9.22 | 6.59 | -140% |
| Returns for 3 years | -23.71 | 17.90 | -132% |
| Returns for 5 years | 8.36 | 59.79 | 14% |
| Returns for 10 years | -43.11 | 75.74 | -57% |
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