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IBSAX vs PMBPX
IBSAX vs PMBPX Comparison
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IBSAX vs PMBPX Comparison Chart
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IBSAX vs. PMBPX 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 PMBPX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. IBSAX (384M). PMBPX pays higher dividends than IBSAX: PMBPX (0.01) vs IBSAX (0.00). IBSAX was incepted earlier than PMBPX: IBSAX (23 years) vs PMBPX (25 years). IBSAX (1.62) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. IBSAX (4.00). IBSAX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 11.98 vs. IBSAX (-1.33). PMBPX return over 5 years is better than : 56.72 vs. IBSAX (2.50).
| IBSAX | PMBPX | IBSAX / PMBPX | |
| Total Expense Ratio | 1.50 | 0.83 | 181% |
| Annual Report Gross Expense Ratio | 1.62 | 0.83 | 195% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -4.272 | 3.520 | -121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 384M | 30.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | -1.33 | 11.98 | -11% |
| Returns for 3 years | -1.33 | 51.85 | -3% |
| Returns for 5 years | 2.50 | 56.72 | 4% |
| Returns for 10 years | -37.79 | 95.68 | -39% |
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