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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
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.2B vs. IBSAX (376M). 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 : 8.85 vs. IBSAX (-6.05). PMBJX return over 5 years is better than : 63.43 vs. IBSAX (5.19).
| 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 | -7.452 | 1.054 | -707% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 376M | 30.2B | 1% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -6.05 | 8.85 | -68% |
| Returns for 3 years | -7.91 | 40.88 | -19% |
| Returns for 5 years | 5.19 | 63.43 | 8% |
| Returns for 10 years | -39.64 | 87.34 | -45% |
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