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PMBMX vs SUFCX
PMBMX vs SUFCX Comparison
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PMBMX vs SUFCX Comparison Chart in %
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PMBMX vs. SUFCX 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 PMBMX is a StrongBuy and SUFCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. SUFCX (75.3M). SUFCX pays higher dividends than PMBMX: SUFCX (6.76) vs PMBMX (0.02). PMBMX was incepted earlier than SUFCX: PMBMX (25 years) vs SUFCX (27 years). SUFCX (2.20) is less costly to investors than PMBMX (1.14). SUFCX is a more actively managed with annual turnover of: 80.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than SUFCX: PMBMX (0) vs SUFCX (2500). PMBMX annual gain was more profitable for investors over the last year : 13.04 vs. SUFCX (7.46). PMBMX return over 5 years is better than : 52.44 vs. SUFCX (-50.85).
| PMBMX | SUFCX | PMBMX / SUFCX | |
| Total Expense Ratio | 1.14 | 2.20 | 52% |
| Annual Report Gross Expense Ratio | 1.14 | 2.20 | 52% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 8.421 | 4.036 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.2B | 75.3M | 44,090% |
| Annual Yield % from dividends | 0.02 | 6.76 | 0% |
| Returns for 1 year | 13.04 | 7.46 | 175% |
| Returns for 3 years | 47.27 | -32.86 | -144% |
| Returns for 5 years | 52.44 | -50.85 | -103% |
| Returns for 10 years | 97.42 | -61.51 | -158% |
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