Interact to see
Advertisement
Advertisement
BSIIX vs PMZIX
BSIIX vs PMZIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BSIIX vs. PMZIX 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 PMZIX is a Hold.
FUNDAMENTALS
Fundamentals
BSIIX has more cash in the bank: 44.3B vs. PMZIX (12.7B). PMZIX pays higher dividends than BSIIX: PMZIX (6.14) vs BSIIX (4.56). BSIIX was incepted earlier than PMZIX: BSIIX (18 years) vs PMZIX (13 years). PMZIX (1.68) is less costly to investors than BSIIX (0.71). PMZIX (1120.00) and BSIIX (1117.00) have comparable annual turnover. PMZIX has a lower initial minimum investment than BSIIX: PMZIX (1000000) vs BSIIX (2000000). PMZIX annual gain was more profitable for investors over the last year : 8.26 vs. BSIIX (7.54). PMZIX return over 5 years is better than : 16.89 vs. BSIIX (15.23).
| BSIIX | PMZIX | BSIIX / PMZIX | |
| Total Expense Ratio | 0.71 | 1.68 | 42% |
| Annual Report Gross Expense Ratio | 0.71 | 1.68 | 42% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 7.024 | 7.182 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.3B | 12.7B | 349% |
| Annual Yield % from dividends | 4.56 | 6.14 | 74% |
| Returns for 1 year | 7.54 | 8.26 | 91% |
| Returns for 3 years | 21.05 | 22.70 | 93% |
| Returns for 5 years | 15.23 | 16.89 | 90% |
| Returns for 10 years | 38.83 | 43.88 | 88% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers