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IBSSX vs PMBJX
IBSSX vs PMBJX Comparison
Open Charts IBSSX vs PMBJX
IBSSX vs PMBJX Comparison Chart in %
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IBSSX vs. PMBJX 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 PMBJX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32B vs. IBSSX (372M). 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 (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. IBSSX (4.00). 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 : 11.63 vs. IBSSX (-1.35). PMBJX return over 5 years is better than : 55.20 vs. IBSSX (3.84).
| IBSSX | PMBJX | IBSSX / PMBJX | |
| Total Expense Ratio | 1.25 | 0.78 | 160% |
| Annual Report Gross Expense Ratio | 1.37 | 0.78 | 176% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -3.483 | 5.660 | -62% |
| 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 | 0.06 | - |
| Returns for 1 year | -1.35 | 11.63 | -12% |
| Returns for 3 years | 0.71 | 50.54 | 1% |
| Returns for 5 years | 3.84 | 55.20 | 7% |
| Returns for 10 years | -30.15 | 94.74 | -32% |
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