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PBAIX vs PBAKX
PBAIX vs PBAKX Comparison Chart in %
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PBAIX vs. PBAKX commentary
Oct 14, 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 PBAIX is a Hold and PBAKX is a Hold.
FUNDAMENTALS
Fundamentals
PBAIX (3.65B) and PBAKX (3.65B) have equal amount of cash in the bank . PBAIX (0.00) and PBAKX (0.00) have matching dividends . PBAIX was incepted earlier than PBAKX: PBAIX (32 years) vs PBAKX (9 years). PBAIX (0.77) is less costly to investors than PBAKX (0.64). PBAIX (108.00) and PBAKX (108.00) have comparable annual turnover. PBAIX has a lower initial minimum investment than PBAKX: PBAIX (2000000) vs PBAKX (5000000). PBAKX (10.71) and PBAIX (10.30) have marching annual gain over last year. PBAKX (32.13) and PBAIX (31.01) have equivalent 5 years return.
| PBAIX | PBAKX | PBAIX / PBAKX | |
| Total Expense Ratio | 0.77 | 0.63 | 122% |
| Annual Report Gross Expense Ratio | 0.77 | 0.64 | 120% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 6.734 | 7.133 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.65B | 3.65B | 100% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.30 | 10.71 | 96% |
| Returns for 3 years | 24.59 | 25.30 | 97% |
| Returns for 5 years | 31.01 | 32.13 | 97% |
| Returns for 10 years | 42.57 | N/A | - |
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