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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
Sep 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 IBSSX is a Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. IBSSX (333M). IBSSX pays higher dividends than PEMGX: IBSSX (0.27) vs PEMGX (0.00). IBSSX was incepted earlier than PEMGX: IBSSX (23 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 : 5.93 vs. IBSSX (-26.98). PEMGX return over 5 years is better than : 47.49 vs. IBSSX (-26.70).
| IBSSX | PEMGX | IBSSX / PEMGX | |
| Total Expense Ratio | 1.25 | 0.91 | 137% |
| Annual Report Gross Expense Ratio | 1.37 | 0.91 | 151% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | -26.389 | 6.898 | -383% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 333M | 33.2B | 1% |
| Annual Yield % from dividends | 0.27 | 0.00 | - |
| Returns for 1 year | -26.98 | 5.93 | -455% |
| Returns for 3 years | -17.68 | 47.35 | -37% |
| Returns for 5 years | -26.70 | 47.49 | -56% |
| Returns for 10 years | -38.00 | 110.82 | -34% |
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