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INSIX vs PMBCX
INSIX vs PMBCX Comparison
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INSIX vs PMBCX Comparison Chart in %
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INSIX vs. PMBCX commentary
Aug 03, 2026
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 INSIX is a Hold and PMBCX is a Buy.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 23.1B vs. INSIX (20.7M). INSIX (0.00) and PMBCX (0.00) have matching dividends . INSIX was incepted earlier than PMBCX: INSIX (12 years) vs PMBCX (20 years). INSIX (2.18) is less costly to investors than PMBCX (1.71). INSIX is a more actively managed with annual turnover of: 76.00 vs. PMBCX (13.70). PMBCX has a lower initial minimum investment than INSIX: PMBCX (1000) vs INSIX (2500). INSIX annual gain was more profitable for investors over the last year : 9.20 vs. PMBCX (-16.30). INSIX return over 5 years is better than : 12.94 vs. PMBCX (-13.37).
| INSIX | PMBCX | INSIX / PMBCX | |
| Total Expense Ratio | 1.28 | 1.71 | 75% |
| Annual Report Gross Expense Ratio | 2.18 | 1.71 | 127% |
| Fund Existence | 12 years | 20 years | - |
| Gain YTD | 10.346 | -5.027 | -206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.7M | 23.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.20 | -16.30 | -56% |
| Returns for 3 years | 76.84 | 5.91 | 1,300% |
| Returns for 5 years | 12.94 | -13.37 | -97% |
| Returns for 10 years | 99.64 | 52.42 | 190% |
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