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IBGIX vs PMBCX
IBGIX vs PMBCX Comparison
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IBGIX vs PMBCX Comparison Chart in %
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IBGIX vs. PMBCX 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 IBGIX is a Buy and PMBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.3B vs. IBGIX (378M). IBGIX (0.00) and PMBCX (0.00) have matching dividends . IBGIX was incepted earlier than PMBCX: IBGIX (23 years) vs PMBCX (18 years). PMBCX (1.75) is less costly to investors than IBGIX (1.12). PMBCX is a more actively managed with annual turnover of: 10.50 vs. IBGIX (4.00). IBGIX has a lower initial minimum investment than PMBCX: IBGIX (0) vs PMBCX (1000). PMBCX annual gain was more profitable for investors over the last year : 13.57 vs. IBGIX (2.38). PMBCX return over 5 years is better than : 47.59 vs. IBGIX (10.69).
| IBGIX | PMBCX | IBGIX / PMBCX | |
| Total Expense Ratio | 1.00 | 1.75 | 57% |
| Annual Report Gross Expense Ratio | 1.12 | 1.75 | 64% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | -2.093 | 6.553 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 378M | 32.3B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.38 | 13.57 | 18% |
| Returns for 3 years | 3.56 | 45.58 | 8% |
| Returns for 5 years | 10.69 | 47.59 | 22% |
| Returns for 10 years | -20.22 | 75.67 | -27% |
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