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IBSSX vs PMBMX
IBSSX vs PMBMX Comparison
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IBSSX vs PMBMX Comparison Chart in %
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IBSSX vs. PMBMX commentary
Aug 06, 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 Hold and PMBMX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.9B vs. IBSSX (278M). PMBMX pays higher dividends than IBSSX: PMBMX (0.02) vs IBSSX (0.00). IBSSX was incepted earlier than PMBMX: IBSSX (23 years) vs PMBMX (25 years). IBSSX (1.37) is less costly to investors than PMBMX (1.14). PMBMX is a more actively managed with annual turnover of: 10.50 vs. IBSSX (4.00). IBSSX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 15.25 vs. IBSSX (-18.43). PMBMX return over 5 years is better than : 45.17 vs. IBSSX (-24.28).
| IBSSX | PMBMX | IBSSX / PMBMX | |
| Total Expense Ratio | 1.25 | 1.14 | 110% |
| Annual Report Gross Expense Ratio | 1.37 | 1.14 | 120% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -23.834 | 7.295 | -327% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 278M | 32.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -18.43 | 15.25 | -121% |
| Returns for 3 years | -19.92 | 36.66 | -54% |
| Returns for 5 years | -24.28 | 45.17 | -54% |
| Returns for 10 years | -38.82 | 93.30 | -42% |
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