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IBGIX vs PMBPX
IBGIX vs PMBPX Comparison
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IBGIX vs PMBPX Comparison Chart in %
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IBGIX vs. PMBPX 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 PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.9B vs. IBGIX (380M). PMBPX pays higher dividends than IBGIX: PMBPX (0.01) vs IBGIX (0.00). IBGIX was incepted earlier than PMBPX: IBGIX (23 years) vs PMBPX (25 years). IBGIX (1.12) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. IBGIX (4.00). IBGIX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 11.82 vs. IBGIX (0.20). PMBPX return over 5 years is better than : 59.73 vs. IBGIX (12.38).
| IBGIX | PMBPX | IBGIX / PMBPX | |
| Total Expense Ratio | 1.00 | 0.83 | 120% |
| Annual Report Gross Expense Ratio | 1.12 | 0.83 | 135% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -4.336 | 3.451 | -126% |
| 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 | 0.01 | - |
| Returns for 1 year | 0.20 | 11.82 | 2% |
| Returns for 3 years | 0.12 | 45.75 | 0% |
| Returns for 5 years | 12.38 | 59.73 | 21% |
| Returns for 10 years | -21.67 | 99.17 | -22% |
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