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INSIX vs PMBMX
INSIX vs PMBMX Comparison
Open Charts INSIX vs PMBMX
Catalyst Insider Buying I
Price$24.46
Change+$0.39 (+1.62%)
VolumeN/A
Net Assets16.98M
INSIX vs PMBMX Comparison Chart in %
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INSIX 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 INSIX is a StrongBuy and PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. INSIX (17M). PMBMX pays higher dividends than INSIX: PMBMX (0.02) vs INSIX (0.00). INSIX was incepted earlier than PMBMX: INSIX (11 years) vs PMBMX (25 years). INSIX (1.97) is less costly to investors than PMBMX (1.14). INSIX is a more actively managed with annual turnover of: 183.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than INSIX: PMBMX (0) vs INSIX (2500). PMBMX (14.80) and INSIX (14.67) have marching annual gain over last year. PMBMX return over 5 years is better than : 55.71 vs. INSIX (27.00).
| INSIX | PMBMX | INSIX / PMBMX | |
| Total Expense Ratio | 1.28 | 1.14 | 112% |
| Annual Report Gross Expense Ratio | 1.97 | 1.14 | 173% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 13.926 | 6.854 | 203% |
| Front Load | N/A | 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 | 14.67 | 14.80 | 99% |
| Returns for 3 years | 106.41 | 50.19 | 212% |
| Returns for 5 years | 27.00 | 55.71 | 48% |
| Returns for 10 years | 61.88 | 94.74 | 65% |
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