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OTCAX vs PMBJX
OTCAX vs PMBJX Comparison
Open Charts OTCAX vs PMBJX
OTCAX vs PMBJX Comparison Chart in %
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OTCAX vs. PMBJX 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 OTCAX is a Buy and PMBJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. OTCAX (15.6B). PMBJX pays higher dividends than OTCAX: PMBJX (0.06) vs OTCAX (0.00). OTCAX was incepted earlier than PMBJX: OTCAX (32 years) vs PMBJX (24 years). OTCAX (1.04) is less costly to investors than PMBJX (0.78). OTCAX is a more actively managed with annual turnover of: 35.00 vs. PMBJX (10.50). OTCAX (1000) and PMBJX (1000) have matching initial minimum investment requirements. PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. OTCAX (6.75). PMBJX return over 5 years is better than : 58.39 vs. OTCAX (37.22).
| OTCAX | PMBJX | OTCAX / PMBJX | |
| Total Expense Ratio | 1.03 | 0.78 | 132% |
| Annual Report Gross Expense Ratio | 1.04 | 0.78 | 133% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 8.254 | 7.057 | 117% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6B | 32.3B | 48% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 6.75 | 15.26 | 44% |
| Returns for 3 years | 41.90 | 51.79 | 81% |
| Returns for 5 years | 37.22 | 58.39 | 64% |
| Returns for 10 years | 109.09 | 100.46 | 109% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SBI | 7.66 | 0.04 | +0.52% |
| Western Asset Intermediate Muni Fund | |||
| GDOC | 31.85 | 0.06 | +0.18% |
| Goldman Sachs Future Health Care Eq ETF | |||
| HYBL | 28.50 | 0.04 | +0.16% |
| SPDR® Blackstone High Income ETF | |||
| JULM | 32.56 | N/A | N/A |
| FT Vest U.S. Eq Max Buffr ETF - Jul | |||
| NVG | 12.03 | -0.02 | -0.17% |
| Nuveen AMT-Free Municipal Credit Income Fund | |||