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IBSAX vs PMBCX
IBSAX vs PMBCX Comparison
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IBSAX vs PMBCX Comparison Chart in %
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IBSAX vs. PMBCX commentary
Jul 16, 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 StrongBuy and PMBCX is a Buy.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32B vs. IBSAX (372M). IBSAX (0.00) and PMBCX (0.00) have matching dividends . IBSAX was incepted earlier than PMBCX: IBSAX (23 years) vs PMBCX (19 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 : 8.75 vs. IBSAX (-3.58). PMBCX return over 5 years is better than : 41.16 vs. IBSAX (-3.86).
| 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 | 19 years | - |
| Gain YTD | -3.577 | 5.128 | -70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 32B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.58 | 8.75 | -41% |
| Returns for 3 years | -4.24 | 43.08 | -10% |
| Returns for 5 years | -3.86 | 41.16 | -9% |
| Returns for 10 years | -38.49 | 70.52 | -55% |
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