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IBSAX vs PEMGX
IBSAX vs PEMGX Comparison
Open Charts IBSAX vs PEMGX
IBSAX vs PEMGX Comparison Chart in %
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IBSAX vs. PEMGX commentary
Oct 20, 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 IBSAX is a Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.9B vs. IBSAX (315M). IBSAX pays higher dividends than PEMGX: IBSAX (0.06) vs PEMGX (0.00). IBSAX was incepted earlier than PEMGX: IBSAX (23 years) vs PEMGX (20 years). IBSAX (1.62) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 10.50 vs. IBSAX (4.00). IBSAX has a lower initial minimum investment than PEMGX: IBSAX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : -3.03 vs. IBSAX (-34.95). PEMGX return over 5 years is better than : 35.03 vs. IBSAX (-39.55).
| IBSAX | PEMGX | IBSAX / PEMGX | |
| Total Expense Ratio | 1.50 | 0.91 | 165% |
| Annual Report Gross Expense Ratio | 1.62 | 0.91 | 178% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | -32.401 | 2.206 | -1,469% |
| 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 | 0.06 | 0.00 | - |
| Returns for 1 year | -34.95 | -3.03 | 1,154% |
| Returns for 3 years | -24.49 | 48.57 | -50% |
| Returns for 5 years | -39.55 | 35.03 | -113% |
| Returns for 10 years | -49.60 | 99.18 | -50% |
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