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IAXSX vs PMBJX
IAXSX vs PMBJX Comparison
Open Charts IAXSX vs PMBJX
IAXSX vs PMBJX Comparison Chart in %
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IAXSX vs. PMBJX 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 IAXSX is a StrongBuy and PMBJX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 23.1B vs. IAXSX (892M). IAXSX (0.00) and PMBJX (0.00) have matching dividends . IAXSX was incepted earlier than PMBJX: IAXSX (25 years) vs PMBJX (25 years). IAXSX (1.25) is less costly to investors than PMBJX (0.76). IAXSX is a more actively managed with annual turnover of: 56.00 vs. PMBJX (13.70). IAXSX has a lower initial minimum investment than PMBJX: IAXSX (0) vs PMBJX (1000). PMBJX (-14.58) and IAXSX (-14.93) have marching annual gain over last year. PMBJX return over 5 years is better than : -6.05 vs. IAXSX (-38.76).
| IAXSX | PMBJX | IAXSX / PMBJX | |
| Total Expense Ratio | 1.05 | 0.76 | 138% |
| Annual Report Gross Expense Ratio | 1.25 | 0.76 | 164% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 1.859 | -4.519 | -41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 892M | 23.1B | 4% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -14.93 | -14.58 | 102% |
| Returns for 3 years | 7.64 | 11.18 | 68% |
| Returns for 5 years | -38.76 | -6.05 | 640% |
| Returns for 10 years | -8.44 | 75.68 | -11% |
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