Interact to see
Advertisement
Advertisement
INSAX vs PMBMX
INSAX vs PMBMX Comparison
Open Charts INSAX vs PMBMX
Catalyst Insider Buying A
Price$23.81
Change+$0.38 (+1.62%)
VolumeN/A
Net Assets16.98M
INSAX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
INSAX vs. PMBMX 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 PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. INSAX (17M). PMBMX pays higher dividends than INSAX: PMBMX (0.02) vs INSAX (0.00). INSAX was incepted earlier than PMBMX: INSAX (14 years) vs PMBMX (25 years). INSAX (2.24) is less costly to investors than PMBMX (1.14). INSAX is a more actively managed with annual turnover of: 183.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than INSAX: PMBMX (0) vs INSAX (2500). PMBMX (14.80) and INSAX (14.42) have marching annual gain over last year. PMBMX return over 5 years is better than : 55.71 vs. INSAX (25.45).
| INSAX | PMBMX | INSAX / PMBMX | |
| Total Expense Ratio | 1.53 | 1.14 | 134% |
| Annual Report Gross Expense Ratio | 2.24 | 1.14 | 196% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 13.815 | 6.854 | 202% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17M | 32.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 14.42 | 14.80 | 97% |
| Returns for 3 years | 104.91 | 50.19 | 209% |
| Returns for 5 years | 25.45 | 55.71 | 46% |
| Returns for 10 years | 57.79 | 94.74 | 61% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement