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PEGEX vs PMBCX
PEGEX vs PMBCX Comparison
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PEGEX vs PMBCX Comparison Chart in %
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PEGEX vs. PMBCX commentary
Jun 21, 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 PEGEX is a Hold and PMBCX is a Hold.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 24B vs. PEGEX (1.79B). PEGEX (0.00) and PMBCX (0.00) have matching dividends . PEGEX was incepted earlier than PMBCX: PEGEX (8 years) vs PMBCX (19 years). PMBCX (1.71) is less costly to investors than PEGEX (1.28). PEGEX is a more actively managed with annual turnover of: 65.00 vs. PMBCX (13.70). PEGEX has a lower initial minimum investment than PMBCX: PEGEX (0) vs PMBCX (1000). PEGEX annual gain was more profitable for investors over the last year : -1.81 vs. PMBCX (-14.00). PMBCX return over 5 years is better than : -8.79 vs. PEGEX (-28.60).
| PEGEX | PMBCX | PEGEX / PMBCX | |
| Total Expense Ratio | 1.08 | 1.71 | 63% |
| Annual Report Gross Expense Ratio | 1.28 | 1.71 | 75% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 4.037 | -6.429 | -63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 24B | 7% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.81 | -14.00 | 13% |
| Returns for 3 years | 6.76 | 8.32 | 81% |
| Returns for 5 years | -28.60 | -8.79 | 325% |
| Returns for 10 years | N/A | 55.97 | - |
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