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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
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 PMBPX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.6B vs. OTCAX (14.5B). 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 : -7.26 vs. OTCAX (-8.42). PMBPX return over 5 years is better than : 26.04 vs. OTCAX (10.65).
| 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 | 4.742 | 2.163 | 219% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5B | 31.6B | 46% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | -8.42 | -7.26 | 116% |
| Returns for 3 years | 26.84 | 32.63 | 82% |
| Returns for 5 years | 10.65 | 26.04 | 41% |
| Returns for 10 years | 102.72 | 97.56 | 105% |
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