Interact to see
Advertisement
Advertisement
BGRIX vs PEMGX
BGRIX vs PEMGX Comparison
Open Charts BGRIX vs PEMGX
BGRIX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BGRIX vs. PEMGX commentary
Jul 07, 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 BGRIX is a StrongBuy and PEMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.3B vs. BGRIX (5.93B). BGRIX (0.00) and PEMGX (0.00) have matching dividends . BGRIX was incepted earlier than PEMGX: BGRIX (16 years) vs PEMGX (20 years). BGRIX (1.08) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 10.50 vs. BGRIX (2.11). PEMGX has a lower initial minimum investment than BGRIX: PEMGX (1000) vs BGRIX (1000000). PEMGX annual gain was more profitable for investors over the last year : 15.24 vs. BGRIX (-4.08). PEMGX return over 5 years is better than : 58.39 vs. BGRIX (8.92).
| BGRIX | PEMGX | BGRIX / PEMGX | |
| Total Expense Ratio | 1.08 | 0.91 | 119% |
| Annual Report Gross Expense Ratio | 1.08 | 0.91 | 119% |
| Fund Existence | 16 years | 20 years | - |
| Gain YTD | -2.302 | 6.992 | -33% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.93B | 32.3B | 18% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.08 | 15.24 | -27% |
| Returns for 3 years | 7.12 | 51.70 | 14% |
| Returns for 5 years | 8.92 | 58.39 | 15% |
| Returns for 10 years | 23.13 | 101.09 | 23% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VOOG | 399.75 | 6.57 | +1.67% |
| Vanguard S&P 500 Growth ETF | |||
| PSI | 61.75 | 0.59 | +0.97% |
| Invesco Semiconductors ETF | |||
| MSLC | 51.68 | 0.45 | +0.88% |
| Morgan Stanley Pathway Large Cap Eq ETF | |||
| FLC | 17.09 | 0.06 | +0.35% |
| Flaherty & Crumrine Total Return Fund | |||
| XRLV | 55.02 | N/A | N/A |
| Invesco S&P 500® ex-Rate Snsv LowVol ETF | |||