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BASIX vs PUBAX
BASIX vs PUBAX Comparison
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BASIX vs PUBAX Comparison Chart in %
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BASIX vs. PUBAX commentary
Aug 04, 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 BASIX is a Hold and PUBAX is a Hold.
FUNDAMENTALS
Fundamentals
BASIX has more cash in the bank: 48.4B vs. PUBAX (2.2B). PUBAX pays higher dividends than BASIX: PUBAX (5.17) vs BASIX (4.50). BASIX was incepted earlier than PUBAX: BASIX (19 years) vs PUBAX (18 years). PUBAX (1.24) is less costly to investors than BASIX (0.99). BASIX is a more actively managed with annual turnover of: 1006.00 vs. PUBAX (824.00). BASIX initial investment is less costly to investors than PUBAX (4%) vs PUBAX (4%). BASIX (1000) and PUBAX (1000) have matching initial minimum investment requirements. PUBAX annual gain was more profitable for investors over the last year : 5.46 vs. BASIX (4.25). PUBAX return over 5 years is better than : 15.04 vs. BASIX (13.05).
| BASIX | PUBAX | BASIX / PUBAX | |
| Total Expense Ratio | 0.98 | 1.19 | 82% |
| Annual Report Gross Expense Ratio | 0.99 | 1.24 | 80% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 1.185 | 0.931 | 127% |
| Front Load | 4% | 4% | 107% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.4B | 2.2B | 2,200% |
| Annual Yield % from dividends | 4.50 | 5.17 | 87% |
| Returns for 1 year | 4.25 | 5.46 | 78% |
| Returns for 3 years | 19.67 | 21.93 | 90% |
| Returns for 5 years | 13.05 | 15.04 | 87% |
| Returns for 10 years | 38.17 | 41.00 | 93% |
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