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LBFIX vs PEMGX
LBFIX vs PEMGX Comparison
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LBFIX vs PEMGX Comparison Chart in %
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LBFIX 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 LBFIX is a StrongBuy and PEMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. LBFIX (3.58B). LBFIX (0.00) and PEMGX (0.00) have matching dividends . LBFIX was incepted earlier than PEMGX: LBFIX (13 years) vs PEMGX (20 years). LBFIX (1.10) is less costly to investors than PEMGX (0.91). LBFIX is a more actively managed with annual turnover of: 17.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than LBFIX: PEMGX (1000) vs LBFIX (1000000). LBFIX annual gain was more profitable for investors over the last year : 19.83 vs. PEMGX (13.43). LBFIX return over 5 years is better than : 58.10 vs. PEMGX (55.06).
| LBFIX | PEMGX | LBFIX / PEMGX | |
| Total Expense Ratio | 1.10 | 0.91 | 121% |
| Annual Report Gross Expense Ratio | 1.10 | 0.91 | 121% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 5.135 | 8.564 | 60% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.58B | 33.2B | 11% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 19.83 | 13.43 | 148% |
| Returns for 3 years | 57.00 | 48.78 | 117% |
| Returns for 5 years | 58.10 | 55.06 | 106% |
| Returns for 10 years | 264.46 | 103.87 | 255% |
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