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HFMIX vs PEMGX
HFMIX vs PEMGX Comparison
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HFMIX vs PEMGX Comparison Chart in %
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HFMIX vs. PEMGX commentary
Sep 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 HFMIX is a Buy and PEMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.1B vs. HFMIX (4.58B). HFMIX (0.00) and PEMGX (0.00) have matching dividends . HFMIX was incepted earlier than PEMGX: HFMIX (17 years) vs PEMGX (20 years). PEMGX (0.91) is less costly to investors than HFMIX (0.85). HFMIX is a more actively managed with annual turnover of: 51.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than HFMIX: PEMGX (1000) vs HFMIX (2000). PEMGX annual gain was more profitable for investors over the last year : 9.01 vs. HFMIX (5.68). PEMGX return over 5 years is better than : 46.31 vs. HFMIX (-10.46).
| HFMIX | PEMGX | HFMIX / PEMGX | |
| Total Expense Ratio | 0.85 | 0.91 | 93% |
| Annual Report Gross Expense Ratio | 0.85 | 0.91 | 93% |
| Fund Existence | 17 years | 20 years | - |
| Gain YTD | 5.599 | 6.969 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 33.1B | 14% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.68 | 9.01 | 63% |
| Returns for 3 years | 8.62 | 45.42 | 19% |
| Returns for 5 years | -10.46 | 46.31 | -23% |
| Returns for 10 years | 8.85 | 108.18 | 8% |
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