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HBMCX vs PEMGX
HBMCX vs PEMGX Comparison
Open Charts HBMCX vs PEMGX
Hartford MidCap HLS IB
Price$21.83
Change-$0.06 (-0.27%)
VolumeN/A
Net Assets746.26M
HBMCX vs PEMGX Comparison Chart in %
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HBMCX vs. PEMGX commentary
Nov 14, 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 HBMCX is a Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32B vs. HBMCX (746M). HBMCX (0.00) and PEMGX (0.00) have matching dividends . HBMCX was incepted earlier than PEMGX: HBMCX (26 years) vs PEMGX (20 years). HBMCX (0.99) is less costly to investors than PEMGX (0.91). HBMCX is a more actively managed with annual turnover of: 75.00 vs. PEMGX (10.50). HBMCX has a lower initial minimum investment than PEMGX: HBMCX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : -5.01 vs. HBMCX (-20.91). PEMGX return over 5 years is better than : 30.49 vs. HBMCX (-42.62).
| HBMCX | PEMGX | HBMCX / PEMGX | |
| Total Expense Ratio | 0.99 | 0.91 | 109% |
| Annual Report Gross Expense Ratio | 0.99 | 0.91 | 109% |
| Fund Existence | 26 years | 20 years | - |
| Gain YTD | -17.560 | 2.816 | -624% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 746M | 32B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -20.91 | -5.01 | 417% |
| Returns for 3 years | -13.61 | 34.17 | -40% |
| Returns for 5 years | -42.62 | 30.49 | -140% |
| Returns for 10 years | -34.84 | 103.52 | -34% |
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