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MPEGX vs PMBMX
MPEGX vs PMBMX Comparison
Open Charts MPEGX vs PMBMX
Morgan Stanley Inst Discovery I
Price$26.36
Change+$0.28 (+1.07%)
VolumeN/A
Net Assets1.23B
MPEGX vs PMBMX Comparison Chart in %
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MPEGX vs. PMBMX commentary
Jul 07, 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 Buy and PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. MPEGX (1.23B). 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 : 73.19 vs. PMBMX (14.80). PMBMX return over 5 years is better than : 55.71 vs. MPEGX (-17.21).
| 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 | 22.207 | 6.854 | 324% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 32.3B | 4% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 73.19 | 14.80 | 494% |
| Returns for 3 years | 116.24 | 50.19 | 232% |
| Returns for 5 years | -17.21 | 55.71 | -31% |
| Returns for 10 years | -34.28 | 94.74 | -36% |
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