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INSIX vs PMBJX
INSIX vs PMBJX Comparison
Open Charts INSIX vs PMBJX
Catalyst Insider Buying I
Price$22.14
Change+$0.19 (+0.87%)
VolumeN/A
Net Assets15.27M
INSIX vs PMBJX Comparison Chart
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INSIX vs. PMBJX 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 INSIX is a Buy and PMBJX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.4B vs. INSIX (15.3M). PMBJX pays higher dividends than INSIX: PMBJX (0.06) vs INSIX (0.00). INSIX was incepted earlier than PMBJX: INSIX (11 years) vs PMBJX (24 years). INSIX (1.97) is less costly to investors than PMBJX (0.78). INSIX is a more actively managed with annual turnover of: 183.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than INSIX: PMBJX (1000) vs INSIX (2500). PMBJX annual gain was more profitable for investors over the last year : 8.69 vs. INSIX (2.81). PMBJX return over 5 years is better than : 64.77 vs. INSIX (24.29).
| INSIX | PMBJX | INSIX / PMBJX | |
| Total Expense Ratio | 1.28 | 0.78 | 164% |
| Annual Report Gross Expense Ratio | 1.97 | 0.78 | 253% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 2.236 | 1.887 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3M | 30.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 2.81 | 8.69 | 32% |
| Returns for 3 years | 93.05 | 41.37 | 225% |
| Returns for 5 years | 24.29 | 64.77 | 38% |
| Returns for 10 years | 40.52 | 89.57 | 45% |
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