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IMSIX vs PASCX
IMSIX vs PASCX Comparison Chart
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IMSIX vs. PASCX 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 PASCX is a Hold.
FUNDAMENTALS
Fundamentals
PASCX has more cash in the bank: 11.2B vs. IMSIX (11.6M). IMSIX pays higher dividends than PASCX: IMSIX (6.40) vs PASCX (5.01). IMSIX was incepted earlier than PASCX: IMSIX (22 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 (56.00). 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 : 5.71 vs. IMSIX (4.46). PASCX return over 5 years is better than : 37.18 vs. IMSIX (29.48).
| IMSIX | PASCX | IMSIX / PASCX | |
| Total Expense Ratio | 2.00 | 3.06 | 65% |
| Annual Report Gross Expense Ratio | 3.00 | 3.15 | 95% |
| Fund Existence | 22 years | 22 years | - |
| Gain YTD | 3.038 | 2.555 | 119% |
| Front Load | N/A | N/A | - |
| 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 | 5.01 | 128% |
| Returns for 1 year | 4.46 | 5.71 | 78% |
| Returns for 3 years | 7.53 | 5.33 | 141% |
| Returns for 5 years | 29.48 | 37.18 | 79% |
| Returns for 10 years | -15.41 | 39.95 | -39% |
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