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INSIX vs PMBPX
INSIX vs PMBPX Comparison
Open Charts INSIX vs PMBPX
Catalyst Insider Buying I
Price$19.66
Change-$0.71 (-3.49%)
VolumeN/A
Net Assets14.89M
INSIX vs PMBPX Comparison Chart
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INSIX vs. PMBPX commentary
Mar 12, 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 Hold and PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29B vs. INSIX (14.9M). PMBPX pays higher dividends than INSIX: PMBPX (0.01) vs INSIX (0.00). INSIX was incepted earlier than PMBPX: INSIX (11 years) vs PMBPX (24 years). INSIX (1.97) is less costly to investors than PMBPX (0.84). INSIX is a more actively managed with annual turnover of: 183.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than INSIX: PMBPX (0) vs INSIX (2500). PMBPX annual gain was more profitable for investors over the last year : 7.40 vs. INSIX (-5.21). PMBPX return over 5 years is better than : 65.62 vs. INSIX (18.57).
| INSIX | PMBPX | INSIX / PMBPX | |
| Total Expense Ratio | 1.28 | 0.84 | 152% |
| Annual Report Gross Expense Ratio | 1.97 | 0.84 | 235% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | -5.123 | -0.391 | 1,310% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9M | 29B | 0% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | -5.21 | 7.40 | -70% |
| Returns for 3 years | 43.86 | 28.35 | 155% |
| Returns for 5 years | 18.57 | 65.62 | 28% |
| Returns for 10 years | 34.54 | 91.26 | 38% |
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