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IBSSX vs PEMGX
IBSSX vs PEMGX Comparison
Open Charts IBSSX vs PEMGX
IBSSX vs PEMGX Comparison Chart
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IBSSX vs. PEMGX commentary
Apr 04, 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 IBSSX is a Buy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.8B vs. IBSSX (395M). IBSSX (0.00) and PEMGX (0.00) have matching dividends . IBSSX was incepted earlier than PEMGX: IBSSX (23 years) vs PEMGX (20 years). IBSSX (1.37) is less costly to investors than PEMGX (0.95). PEMGX is a more actively managed with annual turnover of: 10.50 vs. IBSSX (1.00). IBSSX has a lower initial minimum investment than PEMGX: IBSSX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 7.33 vs. IBSSX (-6.69). PEMGX return over 5 years is better than : 101.64 vs. IBSSX (46.24).
| IBSSX | PEMGX | IBSSX / PEMGX | |
| Total Expense Ratio | 1.25 | 0.95 | 132% |
| Annual Report Gross Expense Ratio | 1.37 | 0.95 | 144% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | -4.078 | 1.009 | -404% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 395M | 29.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.69 | 7.33 | -91% |
| Returns for 3 years | -19.36 | 19.09 | -101% |
| Returns for 5 years | 46.24 | 101.64 | 45% |
| Returns for 10 years | -31.13 | 86.08 | -36% |
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