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OTCAX vs PMBMX
OTCAX vs PMBMX Comparison
Open Charts OTCAX vs PMBMX
OTCAX vs PMBMX Comparison Chart in %
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OTCAX vs. PMBMX 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 PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. OTCAX (15.6B). PMBMX pays higher dividends than OTCAX: PMBMX (0.02) vs OTCAX (0.00). OTCAX was incepted earlier than PMBMX: OTCAX (32 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than OTCAX (1.04). OTCAX is a more actively managed with annual turnover of: 35.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than OTCAX: PMBMX (0) vs OTCAX (1000). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. OTCAX (6.75). PMBMX return over 5 years is better than : 55.71 vs. OTCAX (37.22).
| OTCAX | PMBMX | OTCAX / PMBMX | |
| Total Expense Ratio | 1.03 | 1.14 | 90% |
| Annual Report Gross Expense Ratio | 1.04 | 1.14 | 91% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 8.254 | 6.854 | 120% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6B | 32.3B | 48% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 6.75 | 14.80 | 46% |
| Returns for 3 years | 41.90 | 50.19 | 83% |
| Returns for 5 years | 37.22 | 55.71 | 67% |
| Returns for 10 years | 109.09 | 94.74 | 115% |
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