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IBGIX vs PMBPX
IBGIX vs PMBPX Comparison
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IBGIX vs PMBPX Comparison Chart in %
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IBGIX vs. PMBPX 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 PMBPX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. IBGIX (322M). IBGIX pays higher dividends than PMBPX: IBGIX (0.50) vs PMBPX (0.01). IBGIX was incepted earlier than PMBPX: IBGIX (23 years) vs PMBPX (25 years). IBGIX (1.12) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. IBGIX (4.00). IBGIX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 2.56 vs. IBGIX (-26.96). PMBPX return over 5 years is better than : 48.73 vs. IBGIX (-21.91).
| IBGIX | PMBPX | IBGIX / PMBPX | |
| Total Expense Ratio | 1.00 | 0.83 | 120% |
| Annual Report Gross Expense Ratio | 1.12 | 0.83 | 135% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -25.380 | 5.430 | -467% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 33B | 1% |
| Annual Yield % from dividends | 0.50 | 0.01 | 6,689% |
| Returns for 1 year | -26.96 | 2.56 | -1,053% |
| Returns for 3 years | -8.18 | 56.23 | -15% |
| Returns for 5 years | -21.91 | 48.73 | -45% |
| Returns for 10 years | -26.09 | 123.12 | -21% |
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