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OTCAX vs PMBPX
OTCAX vs PMBPX Comparison
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OTCAX vs PMBPX Comparison Chart in %
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OTCAX vs. PMBPX commentary
Aug 18, 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 PMBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. OTCAX (15.2B). PMBPX pays higher dividends than OTCAX: PMBPX (0.01) vs OTCAX (0.00). OTCAX was incepted earlier than PMBPX: OTCAX (32 years) vs PMBPX (25 years). OTCAX (1.04) is less costly to investors than PMBPX (0.83). OTCAX is a more actively managed with annual turnover of: 35.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than OTCAX: PMBPX (0) vs OTCAX (1000). PMBPX annual gain was more profitable for investors over the last year : 9.12 vs. OTCAX (6.39). PMBPX return over 5 years is better than : 45.20 vs. OTCAX (27.76).
| OTCAX | PMBPX | OTCAX / PMBPX | |
| Total Expense Ratio | 1.03 | 0.83 | 124% |
| Annual Report Gross Expense Ratio | 1.04 | 0.83 | 125% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 8.149 | 5.798 | 141% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 32.5B | 47% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 6.39 | 9.12 | 70% |
| Returns for 3 years | 24.45 | 30.75 | 80% |
| Returns for 5 years | 27.76 | 45.20 | 61% |
| Returns for 10 years | 101.64 | 96.67 | 105% |
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