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IBGIX vs PEMGX
IBGIX vs PEMGX Comparison
Open Charts IBGIX vs PEMGX
IBGIX vs PEMGX Comparison Chart in %
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IBGIX 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 IBGIX is a Buy and PEMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. IBGIX (369M). IBGIX (0.00) and PEMGX (0.00) have matching dividends . IBGIX was incepted earlier than PEMGX: IBGIX (23 years) vs PEMGX (20 years). IBGIX (1.12) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 10.50 vs. IBGIX (4.00). IBGIX has a lower initial minimum investment than PEMGX: IBGIX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 13.43 vs. IBGIX (-2.19). PEMGX return over 5 years is better than : 55.06 vs. IBGIX (6.26).
| IBGIX | PEMGX | IBGIX / PEMGX | |
| Total Expense Ratio | 1.00 | 0.91 | 110% |
| Annual Report Gross Expense Ratio | 1.12 | 0.91 | 123% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | -2.953 | 8.564 | -34% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 33.2B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.19 | 13.43 | -16% |
| Returns for 3 years | -0.99 | 48.78 | -2% |
| Returns for 5 years | 6.26 | 55.06 | 11% |
| Returns for 10 years | -20.54 | 103.87 | -20% |
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