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ANNPX vs PBXIX
ANNPX vs PBXIX Comparison
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ANNPX vs PBXIX Comparison Chart in %
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ANNPX vs. PBXIX commentary
Sep 11, 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 PBXIX is a Hold.
FUNDAMENTALS
Fundamentals
ANNPX has more cash in the bank: 1.62B vs. PBXIX (221M). PBXIX pays higher dividends than ANNPX: PBXIX (5.00) vs ANNPX (1.19). ANNPX was incepted earlier than PBXIX: ANNPX (33 years) vs PBXIX (7 years). PBXIX (1.11) is less costly to investors than ANNPX (0.83). PBXIX is a more actively managed with annual turnover of: 185.00 vs. ANNPX (159.00). PBXIX has a lower initial minimum investment than ANNPX: PBXIX (1000) vs ANNPX (1000000). ANNPX annual gain was more profitable for investors over the last year : 9.85 vs. PBXIX (9.21). PBXIX return over 5 years is better than : 7.27 vs. ANNPX (4.72).
| ANNPX | PBXIX | ANNPX / PBXIX | |
| Total Expense Ratio | 0.71 | 1.00 | 71% |
| Annual Report Gross Expense Ratio | 0.83 | 1.11 | 75% |
| Fund Existence | 33 years | 7 years | - |
| Gain YTD | 12.917 | 9.159 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 221M | 731% |
| Annual Yield % from dividends | 1.19 | 5.00 | 24% |
| Returns for 1 year | 9.85 | 9.21 | 107% |
| Returns for 3 years | 49.62 | 27.78 | 179% |
| Returns for 5 years | 4.72 | 7.27 | 65% |
| Returns for 10 years | 75.90 | N/A | - |
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