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IBSSX vs PMBCX
IBSSX vs PMBCX Comparison
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IBSSX vs PMBCX Comparison Chart in %
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IBSSX vs. PMBCX commentary
Jul 14, 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 IBSSX is a StrongBuy and PMBCX is a Buy.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32B vs. IBSSX (372M). IBSSX (0.00) and PMBCX (0.00) have matching dividends . IBSSX was incepted earlier than PMBCX: IBSSX (23 years) vs PMBCX (19 years). PMBCX (1.75) is less costly to investors than IBSSX (1.37). PMBCX is a more actively managed with annual turnover of: 10.50 vs. IBSSX (4.00). IBSSX has a lower initial minimum investment than PMBCX: IBSSX (0) vs PMBCX (1000). PMBCX annual gain was more profitable for investors over the last year : 9.99 vs. IBSSX (-1.35). PMBCX return over 5 years is better than : 44.59 vs. IBSSX (3.84).
| IBSSX | PMBCX | IBSSX / PMBCX | |
| Total Expense Ratio | 1.25 | 1.75 | 71% |
| Annual Report Gross Expense Ratio | 1.37 | 1.75 | 78% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | -3.483 | 5.128 | -68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 32B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.35 | 9.99 | -13% |
| Returns for 3 years | 0.71 | 44.37 | 2% |
| Returns for 5 years | 3.84 | 44.59 | 9% |
| Returns for 10 years | -30.15 | 70.60 | -43% |
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