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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
Jun 24, 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 IBSSX is a Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 23.7B vs. IBSSX (204M). IBSSX pays higher dividends than PEMGX: IBSSX (0.32) vs PEMGX (0.00). IBSSX was incepted earlier than PEMGX: IBSSX (24 years) vs PEMGX (21 years). IBSSX (1.49) is less costly to investors than PEMGX (0.90). PEMGX is a more actively managed with annual turnover of: 13.70 vs. IBSSX (13.00). 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 : -14.32 vs. IBSSX (-57.98). PEMGX return over 5 years is better than : -4.63 vs. IBSSX (-70.06).
| IBSSX | PEMGX | IBSSX / PEMGX | |
| Total Expense Ratio | 1.25 | 0.90 | 139% |
| Annual Report Gross Expense Ratio | 1.49 | 0.90 | 166% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | -43.486 | -7.022 | 619% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 23.7B | 1% |
| Annual Yield % from dividends | 0.32 | 0.00 | - |
| Returns for 1 year | -57.98 | -14.32 | 405% |
| Returns for 3 years | -59.74 | 13.11 | -456% |
| Returns for 5 years | -70.06 | -4.63 | 1,512% |
| Returns for 10 years | -65.99 | 82.65 | -80% |
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