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IMSIX vs PASAX
IMSIX vs PASAX Comparison Chart
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IMSIX vs. PASAX commentary
May 01, 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 PASAX is a Hold.
FUNDAMENTALS
Fundamentals
PASAX has more cash in the bank: 11.2B vs. IMSIX (11.6M). IMSIX pays higher dividends than PASAX: IMSIX (6.40) vs PASAX (5.75). IMSIX was incepted earlier than PASAX: IMSIX (23 years) vs PASAX (22 years). IMSIX (3.00) is less costly to investors than PASAX (2.40). IMSIX is a more actively managed with annual turnover of: 530.27 vs. PASAX (56.00). PASAX has a lower initial minimum investment than IMSIX: PASAX (1000) vs IMSIX (5000). PASAX annual gain was more profitable for investors over the last year : 6.48 vs. IMSIX (4.46). PASAX return over 5 years is better than : 42.51 vs. IMSIX (29.48).
| IMSIX | PASAX | IMSIX / PASAX | |
| Total Expense Ratio | 2.00 | 2.31 | 86% |
| Annual Report Gross Expense Ratio | 3.00 | 2.40 | 125% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 3.038 | 2.805 | 108% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | 5000 | N/A | - |
| Net Assets | 11.6M | 11.2B | 0% |
| Annual Yield % from dividends | 6.40 | 5.75 | 111% |
| Returns for 1 year | 4.46 | 6.48 | 69% |
| Returns for 3 years | 7.53 | 7.76 | 97% |
| Returns for 5 years | 29.48 | 42.51 | 69% |
| Returns for 10 years | -15.41 | 50.92 | -30% |
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