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BGRUX vs PMBMX
BGRUX vs PMBMX Comparison
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BGRUX vs PMBMX Comparison Chart in %
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BGRUX vs. PMBMX commentary
Jul 08, 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 BGRUX is a StrongBuy and PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. BGRUX (5.93B). PMBMX pays higher dividends than BGRUX: PMBMX (0.02) vs BGRUX (0.00). BGRUX was incepted earlier than PMBMX: BGRUX (9 years) vs PMBMX (25 years). PMBMX (1.14) and BGRUX (1.09) have similar cost to investors . PMBMX is a more actively managed with annual turnover of: 10.50 vs. BGRUX (2.11). PMBMX has a lower initial minimum investment than BGRUX: PMBMX (0) vs BGRUX (5000000). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. BGRUX (-4.08). PMBMX return over 5 years is better than : 55.71 vs. BGRUX (8.92).
| BGRUX | PMBMX | BGRUX / PMBMX | |
| Total Expense Ratio | 1.09 | 1.14 | 96% |
| Annual Report Gross Expense Ratio | 1.09 | 1.14 | 96% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -2.292 | 6.854 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.93B | 32.3B | 18% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -4.08 | 14.80 | -28% |
| Returns for 3 years | 7.12 | 50.19 | 14% |
| Returns for 5 years | 8.92 | 55.71 | 16% |
| Returns for 10 years | N/A | 94.74 | - |
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