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IBSSX vs PEMGX
IBSSX vs PEMGX Comparison
Open Charts IBSSX vs PEMGX
IBSSX vs PEMGX Comparison Chart in %
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IBSSX 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 IBSSX is a Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.9B vs. IBSSX (296M). IBSSX pays higher dividends than PEMGX: IBSSX (0.29) vs PEMGX (0.00). IBSSX was incepted earlier than PEMGX: IBSSX (24 years) vs PEMGX (20 years). IBSSX (1.37) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 10.50 vs. IBSSX (4.00). 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 : -6.54 vs. IBSSX (-33.06). PEMGX return over 5 years is better than : 24.68 vs. IBSSX (-40.16).
| IBSSX | PEMGX | IBSSX / PEMGX | |
| Total Expense Ratio | 1.25 | 0.91 | 137% |
| Annual Report Gross Expense Ratio | 1.37 | 0.91 | 151% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | -31.842 | -0.680 | 4,680% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 296M | 30.9B | 1% |
| Annual Yield % from dividends | 0.29 | 0.00 | - |
| Returns for 1 year | -33.06 | -6.54 | 506% |
| Returns for 3 years | -29.01 | 32.28 | -90% |
| Returns for 5 years | -40.16 | 24.68 | -163% |
| Returns for 10 years | -42.00 | 89.67 | -47% |
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