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LBFIX vs PEMGX
LBFIX vs PEMGX Comparison
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LBFIX vs PEMGX Comparison Chart in %
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LBFIX vs. PEMGX commentary
Oct 08, 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 LBFIX is a StrongBuy and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.1B vs. LBFIX (3.68B). LBFIX (0.00) and PEMGX (0.00) have matching dividends . LBFIX was incepted earlier than PEMGX: LBFIX (13 years) vs PEMGX (20 years). LBFIX (1.10) is less costly to investors than PEMGX (0.91). LBFIX is a more actively managed with annual turnover of: 17.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than LBFIX: PEMGX (1000) vs LBFIX (1000000). LBFIX annual gain was more profitable for investors over the last year : 16.60 vs. PEMGX (4.13). LBFIX return over 5 years is better than : 44.19 vs. PEMGX (39.26).
| LBFIX | PEMGX | LBFIX / PEMGX | |
| Total Expense Ratio | 1.10 | 0.91 | 121% |
| Annual Report Gross Expense Ratio | 1.10 | 0.91 | 121% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 9.823 | 5.373 | 183% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.68B | 33.1B | 11% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 16.60 | 4.13 | 402% |
| Returns for 3 years | 73.42 | 54.12 | 136% |
| Returns for 5 years | 44.19 | 39.26 | 113% |
| Returns for 10 years | 305.00 | 105.92 | 288% |
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