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HFMSX vs PEMGX
HFMSX vs PEMGX Comparison
Open Charts HFMSX vs PEMGX
HFMSX vs PEMGX Comparison Chart in %
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HFMSX vs. PEMGX commentary
Sep 09, 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 HFMSX is a Hold and PEMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. HFMSX (4.58B). HFMSX (0.00) and PEMGX (0.00) have matching dividends . HFMSX was incepted earlier than PEMGX: HFMSX (16 years) vs PEMGX (20 years). HFMSX (1.17) is less costly to investors than PEMGX (0.91). HFMSX is a more actively managed with annual turnover of: 51.00 vs. PEMGX (10.50). HFMSX has a lower initial minimum investment than PEMGX: HFMSX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 9.01 vs. HFMSX (6.51). PEMGX return over 5 years is better than : 46.31 vs. HFMSX (-6.61).
| HFMSX | PEMGX | HFMSX / PEMGX | |
| Total Expense Ratio | 1.17 | 0.91 | 129% |
| Annual Report Gross Expense Ratio | 1.17 | 0.91 | 129% |
| Fund Existence | 16 years | 20 years | - |
| Gain YTD | 5.576 | 6.969 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 33B | 14% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.51 | 9.01 | 72% |
| Returns for 3 years | 10.61 | 45.42 | 23% |
| Returns for 5 years | -6.61 | 46.31 | -14% |
| Returns for 10 years | 16.13 | 108.18 | 15% |
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