IBSSX
Price
$9.83
Change
-$0.19 (-1.90%)
Updated
Jun 2 closing price
Net Assets
221.58M
PEMGX
Price
$37.13
Change
-$0.55 (-1.46%)
Updated
Jun 3 closing price
Net Assets
24.29B
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IBSSX vs PEMGX

Header iconIBSSX vs PEMGX Comparison
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IBSSX vs PEMGX Comparison Chart in %
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IBSSX vs. PEMGX commentary
Jun 04, 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 StrongBuy and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 24.3B vs. IBSSX (222M). 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 : -14.13 vs. IBSSX (-54.90). PEMGX return over 5 years is better than : -2.51 vs. IBSSX (-66.75).
IBSSXPEMGXIBSSX / PEMGX
Total Expense Ratio1.250.90139%
Annual Report Gross Expense Ratio1.490.90166%
Fund Existence24 years21 years-
Gain YTD-39.566-7.488528%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets222M24.3B1%
Annual Yield % from dividends0.320.00-
Returns for 1 year-54.90-14.13389%
Returns for 3 years-57.4814.88-386%
Returns for 5 years-66.75-2.512,660%
Returns for 10 years-64.5076.07-85%
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