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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
Aug 23, 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 LBFIX is a StrongBuy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 23.2B vs. LBFIX (3.24B). LBFIX (0.00) and PEMGX (0.00) have matching dividends . LBFIX was incepted earlier than PEMGX: LBFIX (14 years) vs PEMGX (21 years). LBFIX (1.09) is less costly to investors than PEMGX (0.90). LBFIX is a more actively managed with annual turnover of: 29.00 vs. PEMGX (13.70). 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 : 10.12 vs. PEMGX (-10.28). LBFIX return over 5 years is better than : 13.57 vs. PEMGX (-1.03).
| LBFIX | PEMGX | LBFIX / PEMGX | |
| Total Expense Ratio | 1.09 | 0.90 | 121% |
| Annual Report Gross Expense Ratio | 1.09 | 0.90 | 121% |
| Fund Existence | 14 years | 21 years | - |
| Gain YTD | 6.672 | -0.810 | -824% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.24B | 23.2B | 14% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.12 | -10.28 | -98% |
| Returns for 3 years | 52.06 | 20.27 | 257% |
| Returns for 5 years | 13.57 | -1.03 | -1,319% |
| Returns for 10 years | 311.49 | 80.30 | 388% |
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