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IBGIX vs PMBJX
IBGIX vs PMBJX Comparison
Open Charts IBGIX vs PMBJX
IBGIX vs PMBJX Comparison Chart in %
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IBGIX vs. PMBJX commentary
Jun 27, 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 IBGIX is a StrongBuy and PMBJX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B vs. IBGIX (380M). PMBJX pays higher dividends than IBGIX: PMBJX (0.06) vs IBGIX (0.00). IBGIX was incepted earlier than PMBJX: IBGIX (23 years) vs PMBJX (24 years). IBGIX (1.12) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. IBGIX (4.00). IBGIX has a lower initial minimum investment than PMBJX: IBGIX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 11.70 vs. IBGIX (0.20). PMBJX return over 5 years is better than : 58.50 vs. IBGIX (12.38).
| IBGIX | PMBJX | IBGIX / PMBJX | |
| Total Expense Ratio | 1.00 | 0.78 | 128% |
| Annual Report Gross Expense Ratio | 1.12 | 0.78 | 144% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -4.336 | 3.480 | -125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 380M | 30.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 0.20 | 11.70 | 2% |
| Returns for 3 years | 0.12 | 45.26 | 0% |
| Returns for 5 years | 12.38 | 58.50 | 21% |
| Returns for 10 years | -21.67 | 95.27 | -23% |
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