Interact to see
Advertisement
Advertisement
IBSAX vs PMAQX
IBSAX vs PMAQX Comparison
Open Charts IBSAX vs PMAQX
IBSAX vs PMAQX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IBSAX vs. PMAQX commentary
Jun 15, 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 IBSAX is a Buy and PMAQX is a Hold.
FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 30.6B vs. IBSAX (378M). PMAQX pays higher dividends than IBSAX: PMAQX (0.19) vs IBSAX (0.00). IBSAX was incepted earlier than PMAQX: IBSAX (23 years) vs PMAQX (9 years). IBSAX (1.62) is less costly to investors than PMAQX (0.59). PMAQX is a more actively managed with annual turnover of: 10.50 vs. IBSAX (4.00). IBSAX (0) and PMAQX (0) have matching initial minimum investment requirements. PMAQX annual gain was more profitable for investors over the last year : 12.32 vs. IBSAX (-2.82). PMAQX return over 5 years is better than : 59.23 vs. IBSAX (0.96).
| IBSAX | PMAQX | IBSAX / PMAQX | |
| Total Expense Ratio | 1.50 | 0.59 | 254% |
| Annual Report Gross Expense Ratio | 1.62 | 0.59 | 275% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -5.713 | 3.607 | -158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 378M | 30.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.19 | - |
| Returns for 1 year | -2.82 | 12.32 | -23% |
| Returns for 3 years | -2.82 | 53.24 | -5% |
| Returns for 5 years | 0.96 | 59.23 | 2% |
| Returns for 10 years | -38.73 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| USERX | 18.55 | 0.19 | +1.03% |
| US Global Investors Gld & Prec Mtls | |||
| AVANX | 14.76 | -0.15 | -1.01% |
| Avantis® International Small Cap Val G | |||
| GATAX | 46.58 | -0.64 | -1.36% |
| Gabelli Asset A | |||
| PNOPX | 118.95 | -1.66 | -1.38% |
| Putnam Sustainable Leaders A | |||
| PQCCX | 9.20 | -0.14 | -1.50% |
| PGIM Quant Solutions Mid-Cap Index R6 | |||