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IIBAX vs PDBAX
IIBAX vs PDBAX Comparison
Open Charts IIBAX vs PDBAX
IIBAX vs PDBAX Comparison Chart in %
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IIBAX vs. PDBAX commentary
Sep 09, 2026
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 IIBAX is a Hold and PDBAX is a Hold.
FUNDAMENTALS
Fundamentals
PDBAX has more cash in the bank: 53.1B vs. IIBAX (11.1B). IIBAX (4.45) and PDBAX (4.28) have matching dividends . IIBAX was incepted earlier than PDBAX: IIBAX (28 years) vs PDBAX (32 years). PDBAX (0.76) is less costly to investors than IIBAX (0.70). IIBAX is a more actively managed with annual turnover of: 202.00 vs. PDBAX (91.00). PDBAX initial investment is less costly to investors than IIBAX (3%) vs IIBAX (3%). IIBAX (1000) and PDBAX (1000) have matching initial minimum investment requirements. PDBAX annual gain was more profitable for investors over the last year : 0.57 vs. IIBAX (0.46). IIBAX return over 5 years is better than : -1.56 vs. PDBAX (-2.07).
| IIBAX | PDBAX | IIBAX / PDBAX | |
| Total Expense Ratio | 0.68 | 0.75 | 91% |
| Annual Report Gross Expense Ratio | 0.70 | 0.76 | 92% |
| Fund Existence | 28 years | 32 years | - |
| Gain YTD | -0.297 | -0.342 | 87% |
| Front Load | 3% | 3% | 77% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 53.1B | 21% |
| Annual Yield % from dividends | 4.45 | 4.28 | 104% |
| Returns for 1 year | 0.46 | 0.57 | 80% |
| Returns for 3 years | 14.95 | 15.76 | 95% |
| Returns for 5 years | -1.56 | -2.07 | 76% |
| Returns for 10 years | 16.25 | 14.30 | 114% |
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