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NEEGX vs PEMGX
NEEGX vs PEMGX Comparison
Open Charts NEEGX vs PEMGX
Needham Growth Retail
Price$71.18
Change+$4.83 (+7.28%)
VolumeN/A
Net Assets180.43M
NEEGX vs PEMGX Comparison Chart in %
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NEEGX 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 NEEGX is a Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.5B vs. NEEGX (180M). NEEGX (0.00) and PEMGX (0.00) have matching dividends . NEEGX was incepted earlier than PEMGX: NEEGX (30 years) vs PEMGX (21 years). NEEGX (1.75) is less costly to investors than PEMGX (0.91). NEEGX (14.00) and PEMGX (13.70) have comparable annual turnover. PEMGX has a lower initial minimum investment than NEEGX: PEMGX (1000) vs NEEGX (2000). NEEGX annual gain was more profitable for investors over the last year : 16.40 vs. PEMGX (-11.39). NEEGX return over 5 years is better than : 15.14 vs. PEMGX (11.73).
| NEEGX | PEMGX | NEEGX / PEMGX | |
| Total Expense Ratio | 1.71 | 0.91 | 188% |
| Annual Report Gross Expense Ratio | 1.75 | 0.91 | 192% |
| Fund Existence | 30 years | 21 years | - |
| Gain YTD | 15.383 | -2.946 | -522% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 29.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 16.40 | -11.39 | -144% |
| Returns for 3 years | 45.35 | 20.37 | 223% |
| Returns for 5 years | 15.14 | 11.73 | 129% |
| Returns for 10 years | 94.43 | 115.63 | 82% |
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