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INSAX vs PMBCX
INSAX vs PMBCX Comparison
Open Charts INSAX vs PMBCX
Catalyst Insider Buying A
Price$22.51
Change-$0.26 (-1.14%)
VolumeN/A
Net Assets16.31M
INSAX vs PMBCX Comparison Chart
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INSAX vs. PMBCX commentary
Jun 14, 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 INSAX is a Hold and PMBCX is a Hold.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31B vs. INSAX (16.3M). INSAX (0.00) and PMBCX (0.00) have matching dividends . INSAX was incepted earlier than PMBCX: INSAX (14 years) vs PMBCX (18 years). INSAX (2.24) is less costly to investors than PMBCX (1.75). INSAX is a more actively managed with annual turnover of: 183.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than INSAX: PMBCX (1000) vs INSAX (2500). PMBCX (9.12) and INSAX (8.74) have marching annual gain over last year. PMBCX return over 5 years is better than : 42.73 vs. INSAX (30.64).
| INSAX | PMBCX | INSAX / PMBCX | |
| Total Expense Ratio | 1.53 | 1.75 | 87% |
| Annual Report Gross Expense Ratio | 2.24 | 1.75 | 128% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 7.600 | 1.538 | 494% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3M | 31B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.74 | 9.12 | 96% |
| Returns for 3 years | 109.98 | 42.85 | 257% |
| Returns for 5 years | 30.64 | 42.73 | 72% |
| Returns for 10 years | 46.64 | 65.54 | 71% |
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