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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
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.2B vs. HFMSX (3.9B). HFMSX (0.00) and PEMGX (0.00) have matching dividends . HFMSX was incepted earlier than PEMGX: HFMSX (17 years) vs PEMGX (21 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 : -4.74 vs. HFMSX (-18.06). PEMGX return over 5 years is better than : 19.29 vs. HFMSX (-34.03).
| HFMSX | PEMGX | HFMSX / PEMGX | |
| Total Expense Ratio | 1.17 | 0.91 | 129% |
| Annual Report Gross Expense Ratio | 1.17 | 0.91 | 129% |
| Fund Existence | 17 years | 21 years | - |
| Gain YTD | -15.763 | -2.792 | 565% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 31.2B | 12% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -18.06 | -4.74 | 381% |
| Returns for 3 years | -4.18 | 38.52 | -11% |
| Returns for 5 years | -34.03 | 19.29 | -176% |
| Returns for 10 years | -0.25 | 100.30 | -0% |
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