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CHCIX vs PMBJX
CHCIX vs PMBJX Comparison
Open Charts CHCIX vs PMBJX
CHCIX vs PMBJX Comparison Chart in %
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CHCIX vs. PMBJX commentary
Jul 06, 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 CHCIX is a Buy and PMBJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. CHCIX (2.58B). PMBJX pays higher dividends than CHCIX: PMBJX (0.06) vs CHCIX (0.00). CHCIX was incepted earlier than PMBJX: CHCIX (20 years) vs PMBJX (24 years). PMBJX (0.78) and CHCIX (0.76) have similar cost to investors . CHCIX is a more actively managed with annual turnover of: 79.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than CHCIX: PMBJX (1000) vs CHCIX (2000000). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. CHCIX (9.20). PMBJX return over 5 years is better than : 58.39 vs. CHCIX (-0.84).
| CHCIX | PMBJX | CHCIX / PMBJX | |
| Total Expense Ratio | 0.76 | 0.78 | 97% |
| Annual Report Gross Expense Ratio | 0.76 | 0.78 | 97% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | -0.153 | 7.057 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.58B | 32.3B | 8% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 9.20 | 15.26 | 60% |
| Returns for 3 years | 41.96 | 51.79 | 81% |
| Returns for 5 years | -0.84 | 58.39 | -1% |
| Returns for 10 years | 29.39 | 100.46 | 29% |
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