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IMSIX vs PASCX
IMSIX vs PASCX Comparison Chart in %
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IMSIX vs. PASCX 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 PASCX is a Hold.
FUNDAMENTALS
Fundamentals
PASCX has more cash in the bank: 11.1B vs. IMSIX (11.9M). IMSIX pays higher dividends than PASCX: IMSIX (7.46) vs PASCX (5.07). IMSIX was incepted earlier than PASCX: IMSIX (23 years) vs PASCX (22 years). PASCX (3.15) and IMSIX (3.00) have similar cost to investors . IMSIX is a more actively managed with annual turnover of: 530.27 vs. PASCX (40.00). PASCX has a lower initial minimum investment than IMSIX: PASCX (1000) vs IMSIX (5000). PASCX annual gain was more profitable for investors over the last year : 5.08 vs. IMSIX (3.56). PASCX return over 5 years is better than : 29.27 vs. IMSIX (20.46).
| IMSIX | PASCX | IMSIX / PASCX | |
| Total Expense Ratio | 2.00 | 3.06 | 65% |
| Annual Report Gross Expense Ratio | 3.00 | 3.15 | 95% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 5.661 | 5.900 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | 5000 | N/A | - |
| Net Assets | 11.9M | 11.1B | 0% |
| Annual Yield % from dividends | 7.46 | 5.07 | 147% |
| Returns for 1 year | 3.56 | 5.08 | 70% |
| Returns for 3 years | 14.19 | 13.55 | 105% |
| Returns for 5 years | 20.46 | 29.27 | 70% |
| Returns for 10 years | -7.51 | 51.93 | -14% |
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