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IBSSX vs PMBMX
IBSSX vs PMBMX Comparison
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IBSSX vs PMBMX Comparison Chart in %
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IBSSX 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 IBSSX is a Buy and PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. IBSSX (378M). PMBMX pays higher dividends than IBSSX: PMBMX (0.02) vs IBSSX (0.00). IBSSX was incepted earlier than PMBMX: IBSSX (23 years) vs PMBMX (25 years). IBSSX (1.37) is less costly to investors than PMBMX (1.14). PMBMX is a more actively managed with annual turnover of: 10.50 vs. IBSSX (4.00). IBSSX (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. IBSSX (1.54). PMBMX return over 5 years is better than : 55.71 vs. IBSSX (6.04).
| IBSSX | PMBMX | IBSSX / PMBMX | |
| Total Expense Ratio | 1.25 | 1.14 | 110% |
| Annual Report Gross Expense Ratio | 1.37 | 1.14 | 120% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -2.251 | 6.854 | -33% |
| 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 | 1.54 | 14.80 | 10% |
| Returns for 3 years | 0.39 | 50.19 | 1% |
| Returns for 5 years | 6.04 | 55.71 | 11% |
| Returns for 10 years | -28.08 | 94.74 | -30% |
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