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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
Sep 12, 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: 21.3B vs. PEGEX (1.6B). PEGEX (0.00) and PMBCX (0.00) have matching dividends . PEGEX was incepted earlier than PMBCX: PEGEX (9 years) vs PMBCX (20 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 : -13.39 vs. PMBCX (-20.85). PMBCX return over 5 years is better than : -16.30 vs. PEGEX (-35.65).
| PEGEX | PMBCX | PEGEX / PMBCX | |
| Total Expense Ratio | 1.08 | 1.71 | 63% |
| Annual Report Gross Expense Ratio | 1.28 | 1.71 | 75% |
| Fund Existence | 9 years | 20 years | - |
| Gain YTD | -0.880 | -8.623 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 21.3B | 7% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -13.39 | -20.85 | 64% |
| Returns for 3 years | -1.54 | 4.06 | -38% |
| Returns for 5 years | -35.65 | -16.30 | 219% |
| Returns for 10 years | N/A | 48.54 | - |
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