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GIUIX vs PMBPX
GIUIX vs PMBPX Comparison
Open Charts GIUIX vs PMBPX
NAA Mid Growth Institutional
Price$36.92
Change+$1.15 (+3.21%)
VolumeN/A
Net Assets70.98M
GIUIX vs PMBPX Comparison Chart
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GIUIX vs. PMBPX commentary
May 13, 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 GIUIX is a Buy and PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.4B vs. GIUIX (71M). GIUIX pays higher dividends than PMBPX: GIUIX (3.02) vs PMBPX (0.01). GIUIX was incepted earlier than PMBPX: GIUIX (13 years) vs PMBPX (24 years). GIUIX (1.26) is less costly to investors than PMBPX (0.83). GIUIX is a more actively managed with annual turnover of: 80.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than GIUIX: PMBPX (0) vs GIUIX (2000000). PMBPX annual gain was more profitable for investors over the last year : 8.03 vs. GIUIX (4.70). PMBPX return over 5 years is better than : 75.09 vs. GIUIX (4.11).
| GIUIX | PMBPX | GIUIX / PMBPX | |
| Total Expense Ratio | 1.26 | 0.83 | 152% |
| Annual Report Gross Expense Ratio | 1.26 | 0.83 | 152% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | -3.689 | 1.680 | -220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71M | 30.4B | 0% |
| Annual Yield % from dividends | 3.02 | 0.01 | 37,266% |
| Returns for 1 year | 4.70 | 8.03 | 59% |
| Returns for 3 years | 0.14 | 39.02 | 0% |
| Returns for 5 years | 4.11 | 75.09 | 5% |
| Returns for 10 years | -14.70 | 90.72 | -16% |
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