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HFMSX vs PMBMX
HFMSX vs PMBMX Comparison
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HFMSX vs PMBMX Comparison Chart in %
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HFMSX vs. PMBMX 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 PMBMX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.2B vs. HFMSX (3.9B). PMBMX pays higher dividends than HFMSX: PMBMX (0.02) vs HFMSX (0.00). 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: 51.00 vs. PMBMX (10.50). HFMSX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : -5.21 vs. HFMSX (-18.06). PMBMX return over 5 years is better than : 16.99 vs. HFMSX (-34.03).
| 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 | -15.763 | -3.280 | 481% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 31.2B | 12% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -18.06 | -5.21 | 347% |
| Returns for 3 years | -4.18 | 36.89 | -11% |
| Returns for 5 years | -34.03 | 16.99 | -200% |
| Returns for 10 years | -0.25 | 93.63 | -0% |
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