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HBMCX vs PEMGX
HBMCX vs PEMGX Comparison
Open Charts HBMCX vs PEMGX
Hartford MidCap HLS IB
Price$22.87
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets801.51M
HBMCX vs PEMGX Comparison Chart in %
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HBMCX vs. PEMGX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. HBMCX (802M). 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 : 9.01 vs. HBMCX (-8.56). PEMGX return over 5 years is better than : 46.31 vs. HBMCX (-32.85).
| 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 | -13.633 | 6.969 | -196% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 802M | 33B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.56 | 9.01 | -95% |
| Returns for 3 years | -5.96 | 45.42 | -13% |
| Returns for 5 years | -32.85 | 46.31 | -71% |
| Returns for 10 years | -31.78 | 108.18 | -29% |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| TSMY | 15.30 | 0.21 | +1.39% |
| YieldMax TSM Option Inc Strat ETF | |||
| MMSC | 22.40 | 0.22 | +0.98% |
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| GDMA | 36.37 | 0.24 | +0.66% |
| Gadsden Dynamic Multi-Asset ETF | |||
| BBIN | 69.38 | 0.42 | +0.61% |
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| FlexShares Credit-Scored US Corp Bd ETF | |||