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IBSAX vs PMBCX
IBSAX vs PMBCX Comparison
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IBSAX vs PMBCX Comparison Chart
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IBSAX vs. PMBCX 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 PMBCX is a Hold.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.6B vs. IBSAX (384M). IBSAX (0.00) and PMBCX (0.00) have matching dividends . IBSAX was incepted earlier than PMBCX: IBSAX (23 years) vs PMBCX (18 years). PMBCX (1.75) is less costly to investors than IBSAX (1.62). PMBCX is a more actively managed with annual turnover of: 10.50 vs. IBSAX (4.00). IBSAX has a lower initial minimum investment than PMBCX: IBSAX (0) vs PMBCX (1000). PMBCX annual gain was more profitable for investors over the last year : 10.23 vs. IBSAX (-1.33). PMBCX return over 5 years is better than : 44.93 vs. IBSAX (2.50).
| IBSAX | PMBCX | IBSAX / PMBCX | |
| Total Expense Ratio | 1.50 | 1.75 | 86% |
| Annual Report Gross Expense Ratio | 1.62 | 1.75 | 93% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | -4.272 | 3.105 | -138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 384M | 30.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.33 | 10.23 | -13% |
| Returns for 3 years | -1.33 | 45.05 | -3% |
| Returns for 5 years | 2.50 | 44.93 | 6% |
| Returns for 10 years | -37.79 | 68.09 | -56% |
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