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MPEGX vs PMBMX
MPEGX vs PMBMX Comparison
Open Charts MPEGX vs PMBMX
Morgan Stanley Inst Discovery I
Price$27.49
Change+$0.42 (+1.55%)
VolumeN/A
Net Assets1.26B
MPEGX vs PMBMX Comparison Chart in %
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MPEGX vs. PMBMX commentary
Sep 08, 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: 33B vs. MPEGX (1.26B). 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: 46.00 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 : 72.46 vs. PMBMX (8.59). PMBMX return over 5 years is better than : 43.76 vs. MPEGX (-20.30).
| 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 | 27.446 | 6.781 | 405% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 33B | 4% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 72.46 | 8.59 | 844% |
| Returns for 3 years | 117.31 | 43.95 | 267% |
| Returns for 5 years | -20.30 | 43.76 | -46% |
| Returns for 10 years | -27.31 | 101.62 | -27% |