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IAXTX vs PMBJX
IAXTX vs PMBJX Comparison
Open Charts IAXTX vs PMBJX
IAXTX vs PMBJX Comparison Chart in %
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IAXTX vs. PMBJX commentary
Jul 02, 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 IAXTX is a Buy and PMBJX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 23.9B vs. IAXTX (963M). IAXTX (0.00) and PMBJX (0.00) have matching dividends . IAXTX was incepted earlier than PMBJX: IAXTX (17 years) vs PMBJX (25 years). IAXTX (1.40) is less costly to investors than PMBJX (0.76). IAXTX is a more actively managed with annual turnover of: 56.00 vs. PMBJX (13.70). IAXTX has a lower initial minimum investment than PMBJX: IAXTX (0) vs PMBJX (1000). IAXTX annual gain was more profitable for investors over the last year : -9.20 vs. PMBJX (-14.83). PMBJX return over 5 years is better than : -4.40 vs. IAXTX (-40.44).
| IAXTX | PMBJX | IAXTX / PMBJX | |
| Total Expense Ratio | 1.20 | 0.76 | 158% |
| Annual Report Gross Expense Ratio | 1.40 | 0.76 | 184% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 8.489 | -5.340 | -159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 963M | 23.9B | 4% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -9.20 | -14.83 | 62% |
| Returns for 3 years | 10.84 | 10.99 | 99% |
| Returns for 5 years | -40.44 | -4.40 | 919% |
| Returns for 10 years | -12.77 | 79.90 | -16% |
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