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IBSSX vs PEMGX
IBSSX vs PEMGX Comparison
Open Charts IBSSX vs PEMGX
IBSSX vs PEMGX Comparison Chart in %
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IBSSX vs. PEMGX commentary
Oct 19, 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 IBSSX is a Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.9B vs. IBSSX (315M). IBSSX pays higher dividends than PEMGX: IBSSX (0.28) vs PEMGX (0.00). IBSSX was incepted earlier than PEMGX: IBSSX (23 years) vs PEMGX (20 years). IBSSX (1.37) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 10.50 vs. IBSSX (4.00). IBSSX has a lower initial minimum investment than PEMGX: IBSSX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : -3.03 vs. IBSSX (-31.81). PEMGX return over 5 years is better than : 35.03 vs. IBSSX (-33.28).
| IBSSX | PEMGX | IBSSX / PEMGX | |
| Total Expense Ratio | 1.25 | 0.91 | 137% |
| Annual Report Gross Expense Ratio | 1.37 | 0.91 | 151% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | -29.201 | 2.206 | -1,324% |
| 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 | 0.28 | 0.00 | - |
| Returns for 1 year | -31.81 | -3.03 | 1,051% |
| Returns for 3 years | -19.14 | 48.57 | -39% |
| Returns for 5 years | -33.28 | 35.03 | -95% |
| Returns for 10 years | -40.35 | 99.18 | -41% |
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