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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
Feb 05, 2026
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 Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.5B vs. HFMIX (3.71B). HFMIX (0.00) and PEMGX (0.00) have matching dividends . HFMIX was incepted earlier than PEMGX: HFMIX (17 years) vs PEMGX (21 years). PEMGX (0.91) is less costly to investors than HFMIX (0.85). HFMIX is a more actively managed with annual turnover of: 81.00 vs. PEMGX (13.70). 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 : -11.39 vs. HFMIX (-23.07). PEMGX return over 5 years is better than : 11.73 vs. HFMIX (-40.84).
| 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 | 21 years | - |
| Gain YTD | 0.557 | -2.946 | -19% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.71B | 29.5B | 13% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -23.07 | -11.39 | 203% |
| Returns for 3 years | -19.19 | 20.37 | -94% |
| Returns for 5 years | -40.84 | 11.73 | -348% |
| Returns for 10 years | 2.37 | 115.63 | 2% |
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