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IBSAX vs PMBMX
IBSAX vs PMBMX Comparison
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IBSAX vs PMBMX Comparison Chart
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IBSAX vs. PMBMX 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 PMBMX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. IBSAX (378M). PMBMX pays higher dividends than IBSAX: PMBMX (0.02) vs IBSAX (0.00). IBSAX was incepted earlier than PMBMX: IBSAX (23 years) vs PMBMX (25 years). IBSAX (1.62) is less costly to investors than PMBMX (1.14). PMBMX is a more actively managed with annual turnover of: 10.50 vs. IBSAX (4.00). IBSAX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 11.39 vs. IBSAX (-2.82). PMBMX return over 5 years is better than : 52.90 vs. IBSAX (0.96).
| IBSAX | PMBMX | IBSAX / PMBMX | |
| Total Expense Ratio | 1.50 | 1.14 | 132% |
| Annual Report Gross Expense Ratio | 1.62 | 1.14 | 142% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -5.713 | 3.354 | -170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 378M | 30.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -2.82 | 11.39 | -25% |
| Returns for 3 years | -2.82 | 49.64 | -6% |
| Returns for 5 years | 0.96 | 52.90 | 2% |
| Returns for 10 years | -38.73 | 86.36 | -45% |
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