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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
Apr 18, 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: 28.2B vs. IBSAX (366M). 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 (0.82). PMBJX is a more actively managed with annual turnover of: 10.50 vs. IBSAX (1.00). 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 : 6.59 vs. IBSAX (-9.22). PMBJX return over 5 years is better than : 59.71 vs. IBSAX (8.36).
| IBSAX | PMBJX | IBSAX / PMBJX | |
| Total Expense Ratio | 1.50 | 0.82 | 183% |
| Annual Report Gross Expense Ratio | 1.62 | 0.82 | 198% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -10.482 | -4.803 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 366M | 28.2B | 1% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -9.22 | 6.59 | -140% |
| Returns for 3 years | -23.71 | 17.94 | -132% |
| Returns for 5 years | 8.36 | 59.71 | 14% |
| Returns for 10 years | -43.11 | 75.22 | -57% |
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