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IBSAX vs PMBPX
IBSAX vs PMBPX Comparison
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IBSAX vs PMBPX Comparison Chart in %
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IBSAX vs. PMBPX commentary
Jul 29, 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 PMBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. IBSAX (369M). PMBPX pays higher dividends than IBSAX: PMBPX (0.01) vs IBSAX (0.00). IBSAX was incepted earlier than PMBPX: IBSAX (23 years) vs PMBPX (25 years). IBSAX (1.62) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. IBSAX (4.00). IBSAX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 13.61 vs. IBSAX (-3.99). PMBPX return over 5 years is better than : 56.25 vs. IBSAX (-3.56).
| IBSAX | PMBPX | IBSAX / PMBPX | |
| Total Expense Ratio | 1.50 | 0.83 | 181% |
| Annual Report Gross Expense Ratio | 1.62 | 0.83 | 195% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -3.229 | 8.606 | -38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 33.2B | 1% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | -3.99 | 13.61 | -29% |
| Returns for 3 years | -7.77 | 49.38 | -16% |
| Returns for 5 years | -3.56 | 56.25 | -6% |
| Returns for 10 years | -36.91 | 107.27 | -34% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NAC | 10.95 | 0.05 | +0.46% |
| Nuveen California Quality Municipal Income Fund | |||
| TEQI | 43.11 | 0.13 | +0.31% |
| T. Rowe Price Equity Income ETF | |||
| DIVD | 36.71 | N/A | N/A |
| Altrius Global Dividend ETF | |||
| LDRH | 25.00 | N/A | N/A |
| iShares iBonds 1-5 Year High Yield and Income Ladder ETF | |||
| COMB | 21.31 | -0.22 | -1.01% |
| GraniteShares Blmbrg CmdtyBrdStr NoK1ETF | |||