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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
Jul 14, 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 Buy and PMBJX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 23.7B vs. IAXSX (932M). 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). IAXSX annual gain was more profitable for investors over the last year : -9.00 vs. PMBJX (-13.50). PMBJX return over 5 years is better than : -2.58 vs. IAXSX (-34.64).
| 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 | 5.475 | -4.236 | -129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 932M | 23.7B | 4% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -9.00 | -13.50 | 67% |
| Returns for 3 years | 11.58 | 11.21 | 103% |
| Returns for 5 years | -34.64 | -2.58 | 1,344% |
| Returns for 10 years | -4.92 | 76.53 | -6% |
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