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BSIIX vs PMZAX
BSIIX vs PMZAX Comparison Chart in %
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BSIIX vs. PMZAX commentary
Nov 21, 2025
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 BSIIX is a Hold and PMZAX is a Hold.
FUNDAMENTALS
Fundamentals
BSIIX has more cash in the bank: 44.3B vs. PMZAX (12.7B). PMZAX pays higher dividends than BSIIX: PMZAX (5.75) vs BSIIX (4.56). BSIIX was incepted earlier than PMZAX: BSIIX (18 years) vs PMZAX (13 years). PMZAX (2.08) is less costly to investors than BSIIX (0.71). PMZAX (1120.00) and BSIIX (1117.00) have comparable annual turnover. PMZAX has a lower initial minimum investment than BSIIX: PMZAX (1000) vs BSIIX (2000000). PMZAX (7.83) and BSIIX (7.54) have marching annual gain over last year. BSIIX (15.23) and PMZAX (14.56) have equivalent 5 years return.
| BSIIX | PMZAX | BSIIX / PMZAX | |
| Total Expense Ratio | 0.71 | 2.08 | 34% |
| Annual Report Gross Expense Ratio | 0.71 | 2.08 | 34% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 7.024 | 6.830 | 103% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.3B | 12.7B | 349% |
| Annual Yield % from dividends | 4.56 | 5.75 | 79% |
| Returns for 1 year | 7.54 | 7.83 | 96% |
| Returns for 3 years | 21.05 | 21.23 | 99% |
| Returns for 5 years | 15.23 | 14.56 | 105% |
| Returns for 10 years | 38.83 | 38.21 | 102% |
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