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HFMIX vs PMBJX
HFMIX vs PMBJX Comparison
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HFMIX vs PMBJX Comparison Chart
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HFMIX vs. PMBJX commentary
Jun 16, 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 Hold and PMBJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. HFMIX (4.6B). PMBJX pays higher dividends than HFMIX: PMBJX (0.06) vs HFMIX (0.00). HFMIX was incepted earlier than PMBJX: HFMIX (16 years) vs PMBJX (24 years). HFMIX (0.85) is less costly to investors than PMBJX (0.78). HFMIX is a more actively managed with annual turnover of: 51.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than HFMIX: PMBJX (1000) vs HFMIX (2000). PMBJX annual gain was more profitable for investors over the last year : 10.12 vs. HFMIX (-0.19). PMBJX return over 5 years is better than : 53.13 vs. HFMIX (-8.03).
| HFMIX | PMBJX | HFMIX / PMBJX | |
| Total Expense Ratio | 0.85 | 0.78 | 109% |
| Annual Report Gross Expense Ratio | 0.85 | 0.78 | 109% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | -0.408 | 1.960 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.6B | 30.6B | 15% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -0.19 | 10.12 | -2% |
| Returns for 3 years | 6.12 | 48.96 | 13% |
| Returns for 5 years | -8.03 | 53.13 | -15% |
| Returns for 10 years | -0.92 | 88.94 | -1% |
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