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NEEIX vs PMBPX
NEEIX vs PMBPX Comparison
Open Charts NEEIX vs PMBPX
Needham Growth Institutional
Price$62.48
Change+$0.48 (+0.77%)
VolumeN/A
Net Assets157.29M
NEEIX vs PMBPX Comparison Chart in %
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NEEIX vs. PMBPX 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 NEEIX is a Buy and PMBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. NEEIX (157M). PMBPX pays higher dividends than NEEIX: PMBPX (0.01) vs NEEIX (0.00). NEEIX was incepted earlier than PMBPX: NEEIX (9 years) vs PMBPX (25 years). NEEIX (1.47) is less costly to investors than PMBPX (0.83). NEEIX is a more actively managed with annual turnover of: 14.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than NEEIX: PMBPX (0) vs NEEIX (100000). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. NEEIX (-16.07). PMBPX return over 5 years is better than : 59.60 vs. NEEIX (36.12).
| NEEIX | PMBPX | NEEIX / PMBPX | |
| Total Expense Ratio | 1.23 | 0.83 | 148% |
| Annual Report Gross Expense Ratio | 1.47 | 0.83 | 177% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -2.283 | 7.041 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 32.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | -16.07 | 15.41 | -104% |
| Returns for 3 years | 36.78 | 52.39 | 70% |
| Returns for 5 years | 36.12 | 59.60 | 61% |
| Returns for 10 years | N/A | 104.46 | - |
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