Interact to see
Advertisement
Advertisement
MPEGX vs PMBMX
MPEGX vs PMBMX Comparison
Open Charts MPEGX vs PMBMX
Morgan Stanley Inst Discovery I
Price$24.54
Change-$0.42 (-1.68%)
VolumeN/A
Net Assets1.13B
MPEGX vs PMBMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MPEGX vs. PMBMX commentary
Jun 16, 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 MPEGX is a Hold and PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. MPEGX (1.13B). PMBMX pays higher dividends than MPEGX: PMBMX (0.02) vs MPEGX (0.00). MPEGX was incepted earlier than PMBMX: MPEGX (35 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than MPEGX (0.76). MPEGX is a more actively managed with annual turnover of: 51.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than MPEGX: PMBMX (0) vs MPEGX (1000000). MPEGX annual gain was more profitable for investors over the last year : 63.93 vs. PMBMX (9.71). PMBMX return over 5 years is better than : 50.58 vs. MPEGX (-9.98).
| MPEGX | PMBMX | MPEGX / PMBMX | |
| Total Expense Ratio | 0.76 | 1.14 | 67% |
| Annual Report Gross Expense Ratio | 0.76 | 1.14 | 67% |
| Fund Existence | 35 years | 25 years | - |
| Gain YTD | 13.769 | 1.787 | 771% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 30.6B | 4% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 63.93 | 9.71 | 659% |
| Returns for 3 years | 124.11 | 47.38 | 262% |
| Returns for 5 years | -9.98 | 50.58 | -20% |
| Returns for 10 years | -40.31 | 83.54 | -48% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NFLY | 18.40 | 0.09 | +0.49% |
| YieldMax NFLX Option Income Strategy ETF | |||
| MVF | 6.64 | -0.02 | -0.36% |
| BlackRock MuniVest Fund | |||
| PJAN | 43.10 | -0.25 | -0.58% |
| Innovator US Equity Power Buff ETF™ Jan | |||
| XLY | 211.74 | -1.97 | -0.92% |
| The Consumer Discret Sel SectSPDR® ETF | |||
| DEMZ | 37.24 | -0.63 | -1.66% |
| Democratic Large Cap Core ETF | |||