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INSAX vs PMBJX
INSAX vs PMBJX Comparison
Open Charts INSAX vs PMBJX
Catalyst Insider Buying A
Price$22.51
Change-$0.26 (-1.14%)
VolumeN/A
Net Assets16.31M
INSAX vs PMBJX Comparison Chart
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INSAX vs. PMBJX 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 PMBJX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31B vs. INSAX (16.3M). 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 : 10.12 vs. INSAX (8.74). PMBJX return over 5 years is better than : 53.13 vs. INSAX (30.64).
| 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 | 7.600 | 1.960 | 388% |
| 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 | 0.06 | - |
| Returns for 1 year | 8.74 | 10.12 | 86% |
| Returns for 3 years | 109.98 | 48.96 | 225% |
| Returns for 5 years | 30.64 | 53.13 | 58% |
| Returns for 10 years | 46.64 | 88.94 | 52% |
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