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ITBAX vs PDBAX
ITBAX vs PDBAX Comparison
Open Charts ITBAX vs PDBAX
ITBAX vs PDBAX Comparison Chart in %
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ITBAX vs. PDBAX commentary
Sep 21, 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 ITBAX is a Hold and PDBAX is a Hold.
FUNDAMENTALS
Fundamentals
PDBAX has more cash in the bank: 52.3B vs. ITBAX (4.07B). PDBAX pays higher dividends than ITBAX: PDBAX (4.28) vs ITBAX (4.05). ITBAX was incepted earlier than PDBAX: ITBAX (30 years) vs PDBAX (32 years). PDBAX (0.76) is less costly to investors than ITBAX (0.66). PDBAX is a more actively managed with annual turnover of: 91.00 vs. ITBAX (64.00). ITBAX initial investment is less costly to investors than PDBAX (3%) vs PDBAX (3%). PDBAX has a lower initial minimum investment than ITBAX: PDBAX (1000) vs ITBAX (2000). PDBAX annual gain was more profitable for investors over the last year : -0.46 vs. ITBAX (-0.77). PDBAX return over 5 years is better than : -3.05 vs. ITBAX (-4.41).
| ITBAX | PDBAX | ITBAX / PDBAX | |
| Total Expense Ratio | 0.66 | 0.75 | 88% |
| Annual Report Gross Expense Ratio | 0.66 | 0.76 | 87% |
| Fund Existence | 30 years | 32 years | - |
| Gain YTD | -1.780 | -1.607 | 111% |
| Front Load | 5% | 3% | 138% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.07B | 52.3B | 8% |
| Annual Yield % from dividends | 4.05 | 4.28 | 95% |
| Returns for 1 year | -0.77 | -0.46 | 167% |
| Returns for 3 years | 13.76 | 14.98 | 92% |
| Returns for 5 years | -4.41 | -3.05 | 145% |
| Returns for 10 years | 15.02 | 13.00 | 116% |
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