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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
Oct 21, 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 Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.9B vs. HFMSX (4.3B). PMBMX pays higher dividends than HFMSX: PMBMX (0.02) vs HFMSX (0.00). HFMSX was incepted earlier than PMBMX: HFMSX (16 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 : -3.39 vs. HFMSX (-4.41). PMBMX return over 5 years is better than : 32.70 vs. HFMSX (-14.95).
| HFMSX | PMBMX | HFMSX / PMBMX | |
| Total Expense Ratio | 1.17 | 1.14 | 103% |
| Annual Report Gross Expense Ratio | 1.17 | 1.14 | 103% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 1.246 | 2.007 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.3B | 31.9B | 13% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -4.41 | -3.39 | 130% |
| Returns for 3 years | 11.65 | 47.07 | 25% |
| Returns for 5 years | -14.95 | 32.70 | -46% |
| Returns for 10 years | 10.49 | 92.87 | 11% |
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