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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
Dec 05, 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 StrongBuy and PMBJX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.6B vs. OTCAX (14.5B). 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: 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 : -7.42 vs. OTCAX (-8.42). PMBJX return over 5 years is better than : 25.00 vs. OTCAX (10.65).
| 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 | 4.742 | 2.181 | 217% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5B | 31.6B | 46% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -8.42 | -7.42 | 113% |
| Returns for 3 years | 26.84 | 32.13 | 84% |
| Returns for 5 years | 10.65 | 25.00 | 43% |
| Returns for 10 years | 102.72 | 93.71 | 110% |
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