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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
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 PMBMX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32B vs. IBSSX (372M). 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 : 11.20 vs. IBSSX (-1.35). PMBMX return over 5 years is better than : 52.58 vs. IBSSX (3.84).
| 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 | -3.483 | 5.459 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 32B | 1% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -1.35 | 11.20 | -12% |
| Returns for 3 years | 0.71 | 49.00 | 1% |
| Returns for 5 years | 3.84 | 52.58 | 7% |
| Returns for 10 years | -30.15 | 89.16 | -34% |