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IMSIX vs PAAIX
IMSIX vs PAAIX Comparison Chart in %
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IMSIX vs. PAAIX commentary
Aug 03, 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 IMSIX is a Sell and PAAIX is a Hold.
FUNDAMENTALS
Fundamentals
PAAIX has more cash in the bank: 11.1B vs. IMSIX (11.9M). IMSIX pays higher dividends than PAAIX: IMSIX (7.46) vs PAAIX (6.21). IMSIX was incepted earlier than PAAIX: IMSIX (23 years) vs PAAIX (23 years). IMSIX (3.00) is less costly to investors than PAAIX (1.95). IMSIX is a more actively managed with annual turnover of: 530.27 vs. PAAIX (40.00). IMSIX has a lower initial minimum investment than PAAIX: IMSIX (5000) vs PAAIX (1000000). PAAIX annual gain was more profitable for investors over the last year : 6.30 vs. IMSIX (3.56). PAAIX return over 5 years is better than : 37.27 vs. IMSIX (20.46).
| IMSIX | PAAIX | IMSIX / PAAIX | |
| Total Expense Ratio | 2.00 | 1.86 | 107% |
| Annual Report Gross Expense Ratio | 3.00 | 1.95 | 154% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 5.661 | 6.583 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | 5000 | N/A | - |
| Net Assets | 11.9M | 11.1B | 0% |
| Annual Yield % from dividends | 7.46 | 6.21 | 120% |
| Returns for 1 year | 3.56 | 6.30 | 57% |
| Returns for 3 years | 14.19 | 17.58 | 81% |
| Returns for 5 years | 20.46 | 37.27 | 55% |
| Returns for 10 years | -7.51 | 71.31 | -11% |
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