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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
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 IBGIX is a Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.9B vs. IBGIX (315M). IBGIX pays higher dividends than PEMGX: IBGIX (0.52) vs PEMGX (0.00). 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 : -3.03 vs. IBGIX (-29.50). PEMGX return over 5 years is better than : 35.03 vs. IBGIX (-28.18).
| 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 | -26.808 | 2.206 | -1,215% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 315M | 31.9B | 1% |
| Annual Yield % from dividends | 0.52 | 0.00 | - |
| Returns for 1 year | -29.50 | -3.03 | 974% |
| Returns for 3 years | -14.95 | 48.57 | -31% |
| Returns for 5 years | -28.18 | 35.03 | -80% |
| Returns for 10 years | -31.90 | 99.18 | -32% |
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