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IBGIX vs PMBMX
IBGIX vs PMBMX Comparison
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IBGIX vs PMBMX Comparison Chart in %
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IBGIX vs. PMBMX 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 PMBMX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.9B vs. IBGIX (380M). PMBMX pays higher dividends than IBGIX: PMBMX (0.02) vs IBGIX (0.00). IBGIX was incepted earlier than PMBMX: IBGIX (23 years) vs PMBMX (25 years). PMBMX (1.14) and IBGIX (1.12) have similar cost to investors . PMBMX is a more actively managed with annual turnover of: 10.50 vs. IBGIX (4.00). IBGIX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 11.28 vs. IBGIX (0.20). PMBMX return over 5 years is better than : 55.81 vs. IBGIX (12.38).
| IBGIX | PMBMX | IBGIX / PMBMX | |
| Total Expense Ratio | 1.00 | 1.14 | 88% |
| Annual Report Gross Expense Ratio | 1.12 | 1.14 | 98% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -4.336 | 3.305 | -131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 380M | 30.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 0.20 | 11.28 | 2% |
| Returns for 3 years | 0.12 | 43.72 | 0% |
| Returns for 5 years | 12.38 | 55.81 | 22% |
| Returns for 10 years | -21.67 | 89.71 | -24% |
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