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INSIX vs PMBJX
INSIX vs PMBJX Comparison
Open Charts INSIX vs PMBJX
Catalyst Insider Buying I
Price$20.04
Change+$0.16 (+0.80%)
VolumeN/A
Net Assets13.88M
INSIX vs PMBJX Comparison Chart
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INSIX vs. PMBJX commentary
Apr 18, 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: 28.2B vs. INSIX (13.9M). 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 (0.82). 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 : 6.59 vs. INSIX (-3.59). PMBJX return over 5 years is better than : 59.71 vs. INSIX (16.53).
| INSIX | PMBJX | INSIX / PMBJX | |
| Total Expense Ratio | 1.28 | 0.82 | 156% |
| Annual Report Gross Expense Ratio | 1.97 | 0.82 | 240% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | -7.406 | -4.803 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9M | 28.2B | 0% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -3.59 | 6.59 | -54% |
| Returns for 3 years | 37.01 | 17.94 | 206% |
| Returns for 5 years | 16.53 | 59.71 | 28% |
| Returns for 10 years | 26.95 | 75.22 | 36% |
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