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HBMCX vs PEMGX
HBMCX vs PEMGX Comparison
Open Charts HBMCX vs PEMGX
Hartford MidCap HLS IB
Price$21.94
Change-$0.08 (-0.36%)
VolumeN/A
Net Assets757.45M
HBMCX vs PEMGX Comparison Chart in %
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HBMCX vs. PEMGX commentary
Oct 21, 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: 31.9B vs. HBMCX (757M). 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 : -3.03 vs. HBMCX (-17.89). PEMGX return over 5 years is better than : 35.03 vs. HBMCX (-38.87).
| 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 | -17.145 | 2.206 | -777% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 757M | 31.9B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -17.89 | -3.03 | 591% |
| Returns for 3 years | -5.02 | 48.57 | -10% |
| Returns for 5 years | -38.87 | 35.03 | -111% |
| Returns for 10 years | -35.07 | 99.18 | -35% |
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