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IBGIX vs PMBMX
IBGIX vs PMBMX Comparison
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IBGIX vs PMBMX Comparison Chart
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IBGIX vs. PMBMX commentary
Jun 15, 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 PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. IBGIX (378M). PMBMX pays higher dividends than IBGIX: PMBMX (0.02) vs IBGIX (0.00). IBGIX was incepted earlier than PMBMX: IBGIX (23 years) vs PMBMX (25 years). PMBMX (1.14) and IBGIX (1.12) have similar cost to investors . PMBMX is a more actively managed with annual turnover of: 10.50 vs. IBGIX (4.00). IBGIX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 9.71 vs. IBGIX (-0.94). PMBMX return over 5 years is better than : 50.58 vs. IBGIX (11.22).
| IBGIX | PMBMX | IBGIX / PMBMX | |
| Total Expense Ratio | 1.00 | 1.14 | 88% |
| Annual Report Gross Expense Ratio | 1.12 | 1.14 | 98% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -5.495 | 1.787 | -308% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 378M | 30.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -0.94 | 9.71 | -10% |
| Returns for 3 years | 4.33 | 47.38 | 9% |
| Returns for 5 years | 11.22 | 50.58 | 22% |
| Returns for 10 years | -22.85 | 83.54 | -27% |
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