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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 23, 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 Buy and PMBCX is a Buy.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 23.2B vs. INSIX (22.9M). 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 : 19.69 vs. PMBCX (-12.23). INSIX return over 5 years is better than : 32.10 vs. PMBCX (-8.99).
| 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 | 22.101 | -1.341 | -1,649% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9M | 23.2B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 19.69 | -12.23 | -161% |
| Returns for 3 years | 108.60 | 14.46 | 751% |
| Returns for 5 years | 32.10 | -8.99 | -357% |
| Returns for 10 years | 118.67 | 55.90 | 212% |
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