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ANNPX vs PBXAX
ANNPX vs PBXAX Comparison
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ANNPX vs PBXAX Comparison Chart in %
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ANNPX vs. PBXAX commentary
Sep 10, 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 ANNPX is a Hold and PBXAX is a Hold.
FUNDAMENTALS
Fundamentals
ANNPX has more cash in the bank: 1.6B vs. PBXAX (222M). PBXAX pays higher dividends than ANNPX: PBXAX (4.74) vs ANNPX (1.19). ANNPX was incepted earlier than PBXAX: ANNPX (33 years) vs PBXAX (7 years). PBXAX (1.40) is less costly to investors than ANNPX (0.83). PBXAX is a more actively managed with annual turnover of: 185.00 vs. ANNPX (159.00). PBXAX has a lower initial minimum investment than ANNPX: PBXAX (1000) vs ANNPX (1000000). ANNPX (9.50) and PBXAX (9.40) have marching annual gain over last year. PBXAX return over 5 years is better than : 5.44 vs. ANNPX (3.38).
| ANNPX | PBXAX | ANNPX / PBXAX | |
| Total Expense Ratio | 0.71 | 1.25 | 57% |
| Annual Report Gross Expense Ratio | 0.83 | 1.40 | 59% |
| Fund Existence | 33 years | 7 years | - |
| Gain YTD | 12.086 | 9.411 | 128% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 222M | 722% |
| Annual Yield % from dividends | 1.19 | 4.74 | 25% |
| Returns for 1 year | 9.50 | 9.40 | 101% |
| Returns for 3 years | 48.52 | 26.95 | 180% |
| Returns for 5 years | 3.38 | 5.44 | 62% |
| Returns for 10 years | 74.60 | N/A | - |
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