Ad is loading...
INSAX vs PMBPX
INSAX vs PMBPX Comparison
Open Charts INSAX vs PMBPX
Catalyst Insider Buying A
Price$21.55
Change+$0.18 (+0.84%)
VolumeN/A
Net Assets15.27M
INSAX vs PMBPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
INSAX vs. PMBPX commentary
May 11, 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 INSAX is a Buy and PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.4B vs. INSAX (15.3M). PMBPX pays higher dividends than INSAX: PMBPX (0.01) vs INSAX (0.00). INSAX was incepted earlier than PMBPX: INSAX (14 years) vs PMBPX (24 years). INSAX (2.24) is less costly to investors than PMBPX (0.83). INSAX is a more actively managed with annual turnover of: 183.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than INSAX: PMBPX (0) vs INSAX (2500). PMBPX annual gain was more profitable for investors over the last year : 8.81 vs. INSAX (2.54). PMBPX return over 5 years is better than : 66.07 vs. INSAX (22.75).
| INSAX | PMBPX | INSAX / PMBPX | |
| Total Expense Ratio | 1.53 | 0.83 | 184% |
| Annual Report Gross Expense Ratio | 2.24 | 0.83 | 270% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 2.151 | 1.864 | 115% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3M | 30.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 2.54 | 8.81 | 29% |
| Returns for 3 years | 91.66 | 41.90 | 219% |
| Returns for 5 years | 22.75 | 66.07 | 34% |
| Returns for 10 years | 36.99 | 93.30 | 40% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CRBN | 195.86 | 0.11 | +0.06% |
| iShares MSCI ACWI Low Carbon Target ETF | |||
| RSPF | 71.91 | 0.04 | +0.05% |
| Invesco S&P 500® Equal Weight Fincl ETF | |||
| RDVY | 58.76 | -0.09 | -0.15% |
| First Trust Rising Dividend Achiev ETF | |||
| ZHDG | 19.67 | -0.03 | -0.15% |
| ZEGA Buy and Hedge ETF | |||
| BMVP | 46.80 | -0.15 | -0.32% |
| Invesco Bloomberg MVP Multi-factor ETF | |||