Ad is loading...
IBSAX vs PMBMX
IBSAX vs PMBMX Comparison
Open Charts IBSAX vs PMBMX
IBSAX vs PMBMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IBSAX vs. PMBMX 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 PMBMX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 28.2B vs. IBSAX (366M). PMBMX pays higher dividends than IBSAX: PMBMX (0.02) vs IBSAX (0.00). IBSAX was incepted earlier than PMBMX: IBSAX (23 years) vs PMBMX (24 years). IBSAX (1.62) is less costly to investors than PMBMX (1.15). PMBMX is a more actively managed with annual turnover of: 10.50 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 : 6.17 vs. IBSAX (-9.22). PMBMX return over 5 years is better than : 57.01 vs. IBSAX (8.36).
| IBSAX | PMBMX | IBSAX / PMBMX | |
| Total Expense Ratio | 1.50 | 1.15 | 130% |
| Annual Report Gross Expense Ratio | 1.62 | 1.15 | 141% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -10.482 | -4.896 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 366M | 28.2B | 1% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -9.22 | 6.17 | -149% |
| Returns for 3 years | -23.71 | 16.69 | -142% |
| Returns for 5 years | 8.36 | 57.01 | 15% |
| Returns for 10 years | -43.11 | 70.21 | -61% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers