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
Dec 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 Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.2B vs. HFMTX (3.9B). HFMTX (0.00) and PEMGX (0.00) have matching dividends . HFMTX was incepted earlier than PEMGX: HFMTX (17 years) vs PEMGX (21 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 : -4.74 vs. HFMTX (-16.79). PEMGX return over 5 years is better than : 19.29 vs. HFMTX (-31.38).
| HFMTX | PEMGX | HFMTX / PEMGX | |
| Total Expense Ratio | 0.87 | 0.91 | 96% |
| Annual Report Gross Expense Ratio | 0.87 | 0.91 | 96% |
| Fund Existence | 17 years | 21 years | - |
| Gain YTD | -14.449 | -2.792 | 517% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 31.2B | 12% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -16.79 | -4.74 | 354% |
| Returns for 3 years | -1.71 | 38.52 | -4% |
| Returns for 5 years | -31.38 | 19.29 | -163% |
| Returns for 10 years | 6.38 | 100.30 | 6% |
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 % |
| MEMAX | 42.70 | 0.21 | +0.49% |
| MFS Emerging Markets Equity A | |||
| NMUEX | 11.79 | 0.01 | +0.08% |
| Neuberger Multi-Cap Opportunities E | |||
| LDFOX | 16.90 | -0.01 | -0.06% |
| Lord Abbett Fundamental Equity F3 | |||
| USMIX | 21.73 | -0.06 | -0.28% |
| Victory Extended Market Index | |||
| PBSYX | 17.35 | -0.14 | -0.80% |
| Polen US Small Company Growth Y | |||