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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
Nov 14, 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 Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32B 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 : 3.78 vs. PEMGX (-5.01). LBFIX return over 5 years is better than : 38.54 vs. PEMGX (30.49).
| 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 | 7.613 | 2.816 | 270% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.58B | 32B | 11% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.78 | -5.01 | -76% |
| Returns for 3 years | 56.58 | 34.17 | 166% |
| Returns for 5 years | 38.54 | 30.49 | 126% |
| Returns for 10 years | 291.69 | 103.52 | 282% |
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