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INSIX vs PMBMX
INSIX vs PMBMX Comparison
Open Charts INSIX vs PMBMX
Catalyst Insider Buying I
Price$24.71
Change+$0.09 (+0.37%)
VolumeN/A
Net Assets17.06M
INSIX vs PMBMX Comparison Chart in %
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INSIX vs. PMBMX commentary
Jul 28, 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 Buy and PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. INSIX (17.1M). 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). INSIX annual gain was more profitable for investors over the last year : 20.13 vs. PMBMX (13.04). PMBMX return over 5 years is better than : 52.44 vs. INSIX (26.14).
| 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 | 15.091 | 8.421 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1M | 33.2B | 0% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 20.13 | 13.04 | 154% |
| Returns for 3 years | 96.11 | 47.27 | 203% |
| Returns for 5 years | 26.14 | 52.44 | 50% |
| Returns for 10 years | 62.35 | 97.42 | 64% |
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