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NEEIX vs PMBJX
NEEIX vs PMBJX Comparison
Open Charts NEEIX vs PMBJX
Needham Growth Institutional
Price$56.95
Change+$0.83 (+1.48%)
VolumeN/A
Net Assets143.6M
NEEIX vs PMBJX Comparison Chart
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NEEIX vs. PMBJX commentary
Jun 07, 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 NEEIX is a Buy and PMBJX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B vs. NEEIX (144M). PMBJX pays higher dividends than NEEIX: PMBJX (0.06) vs NEEIX (0.00). NEEIX was incepted earlier than PMBJX: NEEIX (8 years) vs PMBJX (24 years). NEEIX (1.47) is less costly to investors than PMBJX (0.78). NEEIX is a more actively managed with annual turnover of: 14.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than NEEIX: PMBJX (1000) vs NEEIX (100000). PMBJX annual gain was more profitable for investors over the last year : 11.47 vs. NEEIX (-23.52). PMBJX return over 5 years is better than : 44.95 vs. NEEIX (22.35).
| NEEIX | PMBJX | NEEIX / PMBJX | |
| Total Expense Ratio | 1.23 | 0.78 | 158% |
| Annual Report Gross Expense Ratio | 1.47 | 0.78 | 188% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | -12.230 | 2.940 | -416% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 30.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -23.52 | 11.47 | -205% |
| Returns for 3 years | 5.41 | 33.87 | 16% |
| Returns for 5 years | 22.35 | 44.95 | 50% |
| Returns for 10 years | N/A | 91.79 | - |
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