Ad is loading...
IBSSX vs PMBJX
IBSSX vs PMBJX Comparison
Open Charts IBSSX vs PMBJX
IBSSX vs PMBJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IBSSX vs. PMBJX commentary
Apr 04, 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 Buy and PMBJX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 29.8B vs. IBSSX (395M). PMBJX pays higher dividends than IBSSX: PMBJX (0.06) vs IBSSX (0.00). IBSSX was incepted earlier than PMBJX: IBSSX (23 years) vs PMBJX (24 years). IBSSX (1.37) is less costly to investors than PMBJX (0.82). PMBJX is a more actively managed with annual turnover of: 10.50 vs. IBSSX (1.00). IBSSX has a lower initial minimum investment than PMBJX: IBSSX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 7.38 vs. IBSSX (-6.69). PMBJX return over 5 years is better than : 101.69 vs. IBSSX (46.24).
| IBSSX | PMBJX | IBSSX / PMBJX | |
| Total Expense Ratio | 1.25 | 0.82 | 152% |
| Annual Report Gross Expense Ratio | 1.37 | 0.82 | 167% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -4.078 | 1.054 | -387% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 395M | 29.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -6.69 | 7.38 | -91% |
| Returns for 3 years | -19.36 | 19.16 | -101% |
| Returns for 5 years | 46.24 | 101.69 | 45% |
| Returns for 10 years | -31.13 | 85.58 | -36% |
View a ticker or compare two or three
VS
VS
Ad is loading...