Interact to see
Advertisement
Advertisement
CHCZX vs PMBPX
CHCZX vs PMBPX Comparison
Open Charts CHCZX vs PMBPX
CHCZX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CHCZX vs. PMBPX commentary
Jul 27, 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 CHCZX is a Buy and PMBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. CHCZX (2.61B). PMBPX pays higher dividends than CHCZX: PMBPX (0.01) vs CHCZX (0.00). CHCZX was incepted earlier than PMBPX: CHCZX (11 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than CHCZX (0.67). CHCZX is a more actively managed with annual turnover of: 79.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than CHCZX: PMBPX (0) vs CHCZX (2000000). PMBPX annual gain was more profitable for investors over the last year : 13.61 vs. CHCZX (11.21). PMBPX return over 5 years is better than : 56.25 vs. CHCZX (0.00).
| CHCZX | PMBPX | CHCZX / PMBPX | |
| Total Expense Ratio | 0.67 | 0.83 | 81% |
| Annual Report Gross Expense Ratio | 0.67 | 0.83 | 81% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 1.439 | 8.606 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.61B | 33.2B | 8% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 11.21 | 13.61 | 82% |
| Returns for 3 years | 38.76 | 49.38 | 78% |
| Returns for 5 years | 0.00 | 56.25 | - |
| Returns for 10 years | 33.56 | 107.27 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RYDHX | 106.28 | 0.48 | +0.45% |
| Rydex Dow Jones Industrial Average® H | |||
| NWHQX | 33.97 | 0.15 | +0.44% |
| Nationwide Bailard Tech & Sci M | |||
| AMEIX | 36.00 | 0.12 | +0.33% |
| American Century Equity Growth I | |||
| AMVGX | 16.52 | 0.05 | +0.30% |
| American Century Mid Cap Value R5 | |||
| AWSSX | 17.52 | 0.02 | +0.11% |
| Invesco Global Core Equity R6 | |||