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LBFIX vs PEMGX
LBFIX vs PEMGX Comparison
Open Charts LBFIX vs PEMGX
LBFIX vs PEMGX Comparison Chart in %
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LBFIX vs. PEMGX commentary
Sep 08, 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 Buy and PEMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. LBFIX (3.63B). 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 : 20.58 vs. PEMGX (9.01). LBFIX return over 5 years is better than : 50.19 vs. PEMGX (46.31).
| 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 | 7.185 | 6.969 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.63B | 33B | 11% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 20.58 | 9.01 | 228% |
| Returns for 3 years | 60.49 | 45.42 | 133% |
| Returns for 5 years | 50.19 | 46.31 | 108% |
| Returns for 10 years | 292.94 | 108.18 | 271% |
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