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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
Jul 14, 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 IBSAX is a Buy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 23.7B vs. IBSAX (213M). IBSAX pays higher dividends than PEMGX: IBSAX (0.06) vs PEMGX (0.00). IBSAX was incepted earlier than PEMGX: IBSAX (24 years) vs PEMGX (21 years). IBSAX (1.74) is less costly to investors than PEMGX (0.90). PEMGX is a more actively managed with annual turnover of: 13.70 vs. IBSAX (13.00). 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 : -13.38 vs. IBSAX (-62.83). PEMGX return over 5 years is better than : -2.33 vs. IBSAX (-74.28).
| IBSAX | PEMGX | IBSAX / PEMGX | |
| Total Expense Ratio | 1.50 | 0.90 | 167% |
| Annual Report Gross Expense Ratio | 1.74 | 0.90 | 193% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | -46.829 | -4.297 | 1,090% |
| 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 | 0.06 | 0.00 | - |
| Returns for 1 year | -62.83 | -13.38 | 470% |
| Returns for 3 years | -66.54 | 11.31 | -588% |
| Returns for 5 years | -74.28 | -2.33 | 3,188% |
| Returns for 10 years | -74.35 | 77.19 | -96% |
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