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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
Feb 23, 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 Hold and PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.6B vs. IBSAX (416M). IBSAX (0.00) and PMBMX (0.00) have matching dividends . IBSAX was incepted earlier than PMBMX: IBSAX (23 years) vs PMBMX (24 years). PMBMX is a more actively managed with annual turnover of: 10.10 vs. IBSAX (1.00). IBSAX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 11.86 vs. IBSAX (-5.45). PMBMX return over 5 years is better than : 31.77 vs. IBSAX (-7.83).
| IBSAX | PMBMX | IBSAX / PMBMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -1.788 | 1.812 | -99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 416M | 29.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.45 | 11.86 | -46% |
| Returns for 3 years | -17.83 | 26.06 | -68% |
| Returns for 5 years | -7.83 | 31.77 | -25% |
| Returns for 10 years | -36.79 | 83.18 | -44% |
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