Interact to see
Advertisement
Advertisement
IBSAX vs PMBMX
IBSAX vs PMBMX Comparison
Open Charts IBSAX vs PMBMX
IBSAX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IBSAX vs. PMBMX commentary
Jul 07, 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 IBSAX is a Buy and PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. IBSAX (378M). PMBMX pays higher dividends than IBSAX: PMBMX (0.02) vs IBSAX (0.00). IBSAX was incepted earlier than PMBMX: IBSAX (23 years) vs PMBMX (25 years). IBSAX (1.62) is less costly to investors than PMBMX (1.14). PMBMX is a more actively managed with annual turnover of: 10.50 vs. IBSAX (4.00). IBSAX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. IBSAX (0.56). PMBMX return over 5 years is better than : 55.71 vs. IBSAX (0.51).
| IBSAX | PMBMX | IBSAX / PMBMX | |
| Total Expense Ratio | 1.50 | 1.14 | 132% |
| Annual Report Gross Expense Ratio | 1.62 | 1.14 | 142% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -2.335 | 6.854 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 378M | 32.3B | 1% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 0.56 | 14.80 | 4% |
| Returns for 3 years | -3.53 | 50.19 | -7% |
| Returns for 5 years | 0.51 | 55.71 | 1% |
| Returns for 10 years | -36.63 | 94.74 | -39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| YGLD | 35.63 | 0.37 | +1.04% |
| Simplify Gold Strategy PLUS Income ETF | |||
| GFEB | 39.17 | 0.07 | +0.17% |
| FT Vest U.S. Eq Mod Buffr ETF - Feb | |||
| PBJ | 48.05 | N/A | N/A |
| Invesco Food & Beverage ETF | |||
| MFLX | 16.57 | N/A | N/A |
| First Trust Flexible Muncpl Hgh Inc ETF | |||
| GTO | 46.75 | -0.08 | -0.17% |
| Invesco Total Return Bond ETF | |||