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IBGIX vs PMBJX
IBGIX vs PMBJX Comparison
Open Charts IBGIX vs PMBJX
IBGIX vs PMBJX Comparison Chart in %
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IBGIX vs. PMBJX commentary
Sep 28, 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 Hold and PMBJX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33B vs. IBGIX (322M). IBGIX pays higher dividends than PMBJX: IBGIX (0.50) vs PMBJX (0.06). IBGIX was incepted earlier than PMBJX: IBGIX (23 years) vs PMBJX (25 years). IBGIX (1.12) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. IBGIX (4.00). IBGIX has a lower initial minimum investment than PMBJX: IBGIX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 2.42 vs. IBGIX (-26.96). PMBJX return over 5 years is better than : 47.54 vs. IBGIX (-21.91).
| IBGIX | PMBJX | IBGIX / PMBJX | |
| Total Expense Ratio | 1.00 | 0.78 | 128% |
| Annual Report Gross Expense Ratio | 1.12 | 0.78 | 144% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -25.380 | 5.464 | -464% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 33B | 1% |
| Annual Yield % from dividends | 0.50 | 0.06 | 903% |
| Returns for 1 year | -26.96 | 2.42 | -1,116% |
| Returns for 3 years | -8.18 | 55.70 | -15% |
| Returns for 5 years | -21.91 | 47.54 | -46% |
| Returns for 10 years | -26.09 | 118.80 | -22% |
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