Interact to see
Advertisement
Advertisement
INSAX vs PMBJX
INSAX vs PMBJX Comparison
Open Charts INSAX vs PMBJX
Catalyst Insider Buying A
Price$23.81
Change+$0.38 (+1.62%)
VolumeN/A
Net Assets16.98M
INSAX vs PMBJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
INSAX vs. PMBJX commentary
Jul 06, 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 StrongBuy and PMBJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. INSAX (17M). PMBJX pays higher dividends than INSAX: PMBJX (0.06) vs INSAX (0.00). INSAX was incepted earlier than PMBJX: INSAX (14 years) vs PMBJX (24 years). INSAX (2.24) is less costly to investors than PMBJX (0.78). INSAX is a more actively managed with annual turnover of: 183.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than INSAX: PMBJX (1000) vs INSAX (2500). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. INSAX (14.42). PMBJX return over 5 years is better than : 58.39 vs. INSAX (25.45).
| INSAX | PMBJX | INSAX / PMBJX | |
| Total Expense Ratio | 1.53 | 0.78 | 196% |
| Annual Report Gross Expense Ratio | 2.24 | 0.78 | 287% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 13.815 | 7.057 | 196% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17M | 32.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 14.42 | 15.26 | 94% |
| Returns for 3 years | 104.91 | 51.79 | 203% |
| Returns for 5 years | 25.45 | 58.39 | 44% |
| Returns for 10 years | 57.79 | 100.46 | 58% |
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 % |
| STXM | 27.00 | 0.19 | +0.72% |
| Strive Mid-Cap ETF | |||
| AVUV | 95.01 | 0.39 | +0.41% |
| Avantis US Small Cap Value ETF | |||
| CVIE | 65.34 | 0.20 | +0.31% |
| Calvert International Responsible ETF | |||
| PXI | 43.39 | 0.09 | +0.20% |
| Invesco Dorsey Wright Energy MomentumETF | |||
| FMHI | 46.79 | 0.06 | +0.12% |
| First Trust Municipal High Income ETF | |||