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IBSSX vs PMBJX
IBSSX vs PMBJX Comparison
Open Charts IBSSX vs PMBJX
IBSSX vs PMBJX Comparison Chart in %
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IBSSX vs. PMBJX 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 IBSSX is a Buy and PMBJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. IBSSX (378M). PMBJX pays higher dividends than IBSSX: PMBJX (0.06) vs IBSSX (0.00). IBSSX was incepted earlier than PMBJX: IBSSX (23 years) vs PMBJX (24 years). IBSSX (1.37) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. IBSSX (4.00). IBSSX has a lower initial minimum investment than PMBJX: IBSSX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. IBSSX (1.54). PMBJX return over 5 years is better than : 58.39 vs. IBSSX (6.04).
| IBSSX | PMBJX | IBSSX / PMBJX | |
| Total Expense Ratio | 1.25 | 0.78 | 160% |
| Annual Report Gross Expense Ratio | 1.37 | 0.78 | 176% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -2.251 | 7.057 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 378M | 32.3B | 1% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 1.54 | 15.26 | 10% |
| Returns for 3 years | 0.39 | 51.79 | 1% |
| Returns for 5 years | 6.04 | 58.39 | 10% |
| Returns for 10 years | -28.08 | 100.46 | -28% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TSPY | 24.46 | 0.22 | +0.91% |
| TappAlpha SPY Growth & Daily Income ETF | |||
| NMT | 11.76 | N/A | N/A |
| Nuveen Massachusetts Quality Municipal Income Fund | |||
| TBX | 28.27 | N/A | N/A |
| ProShares Short 7-10 Year Treasury | |||
| GUSA | 51.68 | N/A | N/A |
| Goldman Sachs MarketBeta US 1000 Eq ETF | |||
| BRW | 8.12 | -0.01 | -0.12% |
| Saba Capital Income & Opportunities Fund | |||