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HFMSX vs PMBMX
HFMSX vs PMBMX Comparison
Open Charts HFMSX vs PMBMX
HFMSX vs PMBMX Comparison Chart in %
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HFMSX vs. PMBMX 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 HFMSX is a Hold and PMBMX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.8B vs. HFMSX (3.64B). HFMSX (0.00) and PMBMX (0.00) have matching dividends . HFMSX was incepted earlier than PMBMX: HFMSX (17 years) vs PMBMX (25 years). HFMSX (1.17) and PMBMX (1.14) have similar cost to investors . HFMSX is a more actively managed with annual turnover of: 81.00 vs. PMBMX (13.70). HFMSX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : -10.59 vs. HFMSX (-22.49). PMBMX return over 5 years is better than : 10.12 vs. HFMSX (-38.78).
| HFMSX | PMBMX | HFMSX / PMBMX | |
| Total Expense Ratio | 1.17 | 1.14 | 103% |
| Annual Report Gross Expense Ratio | 1.17 | 1.14 | 103% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | -1.130 | -1.982 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.64B | 29.8B | 12% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -22.49 | -10.59 | 212% |
| Returns for 3 years | -17.21 | 20.16 | -85% |
| Returns for 5 years | -38.78 | 10.12 | -383% |
| Returns for 10 years | 10.45 | 110.50 | 9% |
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