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IMSIX vs PALPX
IMSIX vs PALPX Comparison Chart
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IMSIX vs. PALPX commentary
Apr 30, 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 PALPX is a Hold.
FUNDAMENTALS
Fundamentals
PALPX has more cash in the bank: 11.2B vs. IMSIX (11.6M). IMSIX pays higher dividends than PALPX: IMSIX (6.40) vs PALPX (6.07). IMSIX was incepted earlier than PALPX: IMSIX (22 years) vs PALPX (17 years). IMSIX (3.00) is less costly to investors than PALPX (2.04). IMSIX is a more actively managed with annual turnover of: 530.27 vs. PALPX (56.00). IMSIX has a lower initial minimum investment than PALPX: IMSIX (5000) vs PALPX (1000000). PALPX annual gain was more profitable for investors over the last year : 6.82 vs. IMSIX (4.46). PALPX return over 5 years is better than : 44.91 vs. IMSIX (29.48).
| IMSIX | PALPX | IMSIX / PALPX | |
| Total Expense Ratio | 2.00 | 1.97 | 102% |
| Annual Report Gross Expense Ratio | 3.00 | 2.04 | 147% |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 3.038 | 2.872 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | 5000 | N/A | - |
| Net Assets | 11.6M | 11.2B | 0% |
| Annual Yield % from dividends | 6.40 | 6.07 | 105% |
| Returns for 1 year | 4.46 | 6.82 | 65% |
| Returns for 3 years | 7.53 | 8.84 | 85% |
| Returns for 5 years | 29.48 | 44.91 | 66% |
| Returns for 10 years | -15.41 | 56.35 | -27% |
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