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IBSSX vs PMBMX
IBSSX vs PMBMX Comparison
Open Charts IBSSX vs PMBMX
IBSSX vs PMBMX Comparison Chart
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IBSSX vs. PMBMX 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 PMBMX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.8B vs. IBSSX (395M). PMBMX pays higher dividends than IBSSX: PMBMX (0.02) vs IBSSX (0.00). IBSSX was incepted earlier than PMBMX: IBSSX (23 years) vs PMBMX (24 years). IBSSX (1.37) is less costly to investors than PMBMX (1.15). PMBMX is a more actively managed with annual turnover of: 10.50 vs. IBSSX (1.00). IBSSX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 6.95 vs. IBSSX (-7.61). PMBMX return over 5 years is better than : 98.31 vs. IBSSX (44.69).
| IBSSX | PMBMX | IBSSX / PMBMX | |
| Total Expense Ratio | 1.25 | 1.15 | 109% |
| Annual Report Gross Expense Ratio | 1.37 | 1.15 | 119% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -5.098 | 0.955 | -534% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 395M | 29.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -7.61 | 6.95 | -110% |
| Returns for 3 years | -20.01 | 17.92 | -112% |
| Returns for 5 years | 44.69 | 98.31 | 45% |
| Returns for 10 years | -31.57 | 80.21 | -39% |
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