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PMBJX vs WSMDX
PMBJX vs WSMDX Comparison
Open Charts PMBJX vs WSMDX
PMBJX vs WSMDX Comparison Chart in %
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PMBJX vs. WSMDX commentary
Aug 23, 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 PMBJX is a Buy and WSMDX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 23.2B vs. WSMDX (1.28B). PMBJX (0.00) and WSMDX (0.00) have matching dividends . PMBJX was incepted earlier than WSMDX: PMBJX (25 years) vs WSMDX (23 years). WSMDX (1.12) is less costly to investors than PMBJX (0.76). WSMDX is a more actively managed with annual turnover of: 57.00 vs. PMBJX (13.70). PMBJX has a lower initial minimum investment than WSMDX: PMBJX (1000) vs WSMDX (500000). WSMDX annual gain was more profitable for investors over the last year : 19.86 vs. PMBJX (-10.41). PMBJX return over 5 years is better than : -1.32 vs. WSMDX (-14.10).
| PMBJX | WSMDX | PMBJX / WSMDX | |
| Total Expense Ratio | 0.76 | 0.99 | 77% |
| Annual Report Gross Expense Ratio | 0.76 | 1.12 | 68% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | -0.745 | 15.713 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 1.28B | 1,814% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.41 | 19.86 | -52% |
| Returns for 3 years | 20.17 | 13.68 | 147% |
| Returns for 5 years | -1.32 | -14.10 | 9% |
| Returns for 10 years | 79.67 | 55.97 | 142% |
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