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LSHAX vs PEMGX
LSHAX vs PEMGX Comparison
Open Charts LSHAX vs PEMGX
Kinetics Spin-Off and Corp Rest Adv A
Price$26.62
Change-$0.45 (-1.66%)
VolumeN/A
Net Assets29.21M
LSHAX vs PEMGX Comparison Chart in %
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LSHAX vs. PEMGX commentary
Feb 05, 2026
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 LSHAX is a Buy and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.5B vs. LSHAX (29.2M). LSHAX pays higher dividends than PEMGX: LSHAX (0.14) vs PEMGX (0.00). LSHAX was incepted earlier than PEMGX: LSHAX (19 years) vs PEMGX (21 years). LSHAX (2.06) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 13.70 vs. LSHAX (6.00). LSHAX (6%) and PEMGX (6%) have equivalent initial investment costs. PEMGX has a lower initial minimum investment than LSHAX: PEMGX (1000) vs LSHAX (2500). PEMGX annual gain was more profitable for investors over the last year : -11.39 vs. LSHAX (-27.70). LSHAX return over 5 years is better than : 77.25 vs. PEMGX (11.73).
| LSHAX | PEMGX | LSHAX / PEMGX | |
| Total Expense Ratio | 1.54 | 0.91 | 169% |
| Annual Report Gross Expense Ratio | 2.06 | 0.91 | 226% |
| Fund Existence | 19 years | 21 years | - |
| Gain YTD | 14.741 | -2.946 | -500% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.2M | 29.5B | 0% |
| Annual Yield % from dividends | 0.14 | 0.00 | - |
| Returns for 1 year | -27.70 | -11.39 | 243% |
| Returns for 3 years | 15.18 | 20.37 | 75% |
| Returns for 5 years | 77.25 | 11.73 | 659% |
| Returns for 10 years | 259.99 | 115.63 | 225% |
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