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INSIX vs PMBJX
INSIX vs PMBJX Comparison
Open Charts INSIX vs PMBJX
Catalyst Insider Buying I
Price$24.46
Change+$0.39 (+1.62%)
VolumeN/A
Net Assets16.98M
INSIX vs PMBJX Comparison Chart in %
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INSIX 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 INSIX is a StrongBuy and PMBJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. INSIX (17M). PMBJX pays higher dividends than INSIX: PMBJX (0.06) vs INSIX (0.00). INSIX was incepted earlier than PMBJX: INSIX (11 years) vs PMBJX (24 years). INSIX (1.97) is less costly to investors than PMBJX (0.78). INSIX is a more actively managed with annual turnover of: 183.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than INSIX: PMBJX (1000) vs INSIX (2500). PMBJX (15.26) and INSIX (14.67) have marching annual gain over last year. PMBJX return over 5 years is better than : 58.39 vs. INSIX (27.00).
| INSIX | PMBJX | INSIX / PMBJX | |
| Total Expense Ratio | 1.28 | 0.78 | 164% |
| Annual Report Gross Expense Ratio | 1.97 | 0.78 | 253% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 13.926 | 7.057 | 197% |
| Front Load | N/A | 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 | 14.67 | 15.26 | 96% |
| Returns for 3 years | 106.41 | 51.79 | 205% |
| Returns for 5 years | 27.00 | 58.39 | 46% |
| Returns for 10 years | 61.88 | 100.46 | 62% |
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