Interact to see
Advertisement
Advertisement
OTCAX vs PMBJX
OTCAX vs PMBJX Comparison
Open Charts OTCAX vs PMBJX
OTCAX vs PMBJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OTCAX vs. PMBJX commentary
Dec 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 OTCAX is a Hold and PMBJX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.2B vs. OTCAX (14.4B). PMBJX pays higher dividends than OTCAX: PMBJX (0.06) vs OTCAX (0.00). OTCAX was incepted earlier than PMBJX: OTCAX (32 years) vs PMBJX (25 years). OTCAX (1.04) is less costly to investors than PMBJX (0.78). OTCAX is a more actively managed with annual turnover of: 54.00 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 : -4.84 vs. OTCAX (-11.65). PMBJX return over 5 years is better than : 19.01 vs. OTCAX (-8.61).
| 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 | 25 years | - |
| Gain YTD | -9.449 | -2.916 | 324% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 31.2B | 46% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -11.65 | -4.84 | 241% |
| Returns for 3 years | 17.13 | 38.42 | 45% |
| Returns for 5 years | -8.61 | 19.01 | -45% |
| Returns for 10 years | 81.81 | 99.70 | 82% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers