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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
Jul 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 StrongBuy and PEMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. HFMSX (4.65B). 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 : 13.43 vs. HFMSX (6.03). PEMGX return over 5 years is better than : 55.06 vs. HFMSX (-5.46).
| 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 | 4.579 | 8.564 | 53% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.65B | 33.2B | 14% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.03 | 13.43 | 45% |
| Returns for 3 years | 7.53 | 48.78 | 15% |
| Returns for 5 years | -5.46 | 55.06 | -10% |
| Returns for 10 years | 12.23 | 103.87 | 12% |
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