Interact to see
Advertisement
Advertisement
HFMTX vs PEMGX
HFMTX vs PEMGX Comparison
Open Charts HFMTX vs PEMGX
HFMTX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HFMTX vs. PEMGX commentary
Jul 28, 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 HFMTX is a StrongBuy and PEMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. HFMTX (4.65B). HFMTX (0.00) and PEMGX (0.00) have matching dividends . HFMTX was incepted earlier than PEMGX: HFMTX (16 years) vs PEMGX (20 years). PEMGX (0.91) and HFMTX (0.87) have similar cost to investors . HFMTX is a more actively managed with annual turnover of: 51.00 vs. PEMGX (10.50). HFMTX has a lower initial minimum investment than PEMGX: HFMTX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 13.43 vs. HFMTX (6.67). PEMGX return over 5 years is better than : 55.06 vs. HFMTX (-2.53).
| HFMTX | PEMGX | HFMTX / PEMGX | |
| Total Expense Ratio | 0.87 | 0.91 | 96% |
| Annual Report Gross Expense Ratio | 0.87 | 0.91 | 96% |
| Fund Existence | 16 years | 20 years | - |
| Gain YTD | 4.767 | 8.564 | 56% |
| 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 | 6.67 | 13.43 | 50% |
| Returns for 3 years | 9.31 | 48.78 | 19% |
| Returns for 5 years | -2.53 | 55.06 | -5% |
| Returns for 10 years | 18.37 | 103.87 | 18% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JDVPX | 24.39 | 0.13 | +0.54% |
| JHancock Disciplined Value R2 | |||
| GTORX | 40.47 | 0.20 | +0.50% |
| Goldman Sachs Technology Opps R6 | |||
| UIAGX | 76.23 | 0.35 | +0.46% |
| Victory Aggressive Growth Institutional | |||
| TFCCX | 19.76 | 0.08 | +0.41% |
| Touchstone Large Cap C | |||
| EXEYX | 15.41 | 0.06 | +0.39% |
| Manning & Napier Equity Series S | |||