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IBSAX vs PMBJX
IBSAX vs PMBJX Comparison
Open Charts IBSAX vs PMBJX
IBSAX vs PMBJX Comparison Chart
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IBSAX vs. PMBJX 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 PMBJX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. IBSAX (378M). PMBJX pays higher dividends than IBSAX: PMBJX (0.06) vs IBSAX (0.00). IBSAX was incepted earlier than PMBJX: IBSAX (23 years) vs PMBJX (24 years). IBSAX (1.62) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. IBSAX (4.00). IBSAX has a lower initial minimum investment than PMBJX: IBSAX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 11.81 vs. IBSAX (-2.82). PMBJX return over 5 years is better than : 55.48 vs. IBSAX (0.96).
| IBSAX | PMBJX | IBSAX / PMBJX | |
| Total Expense Ratio | 1.50 | 0.78 | 192% |
| Annual Report Gross Expense Ratio | 1.62 | 0.78 | 208% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -5.713 | 3.529 | -162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 378M | 30.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -2.82 | 11.81 | -24% |
| Returns for 3 years | -2.82 | 51.25 | -5% |
| Returns for 5 years | 0.96 | 55.48 | 2% |
| Returns for 10 years | -38.73 | 91.84 | -42% |
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