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OTCIX vs PMBJX
OTCIX vs PMBJX Comparison
Open Charts OTCIX vs PMBJX
OTCIX vs PMBJX Comparison Chart in %
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OTCIX vs. PMBJX 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 OTCIX is a Buy and PMBJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. OTCIX (15.6B). PMBJX pays higher dividends than OTCIX: PMBJX (0.06) vs OTCIX (0.00). OTCIX was incepted earlier than PMBJX: OTCIX (29 years) vs PMBJX (24 years). OTCIX (0.79) and PMBJX (0.78) have similar cost to investors . OTCIX is a more actively managed with annual turnover of: 35.00 vs. PMBJX (10.50). OTCIX has a lower initial minimum investment than PMBJX: OTCIX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. OTCIX (7.60). PMBJX return over 5 years is better than : 58.39 vs. OTCIX (40.17).
| OTCIX | PMBJX | OTCIX / PMBJX | |
| Total Expense Ratio | 0.78 | 0.78 | 100% |
| Annual Report Gross Expense Ratio | 0.79 | 0.78 | 101% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 8.395 | 7.057 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6B | 32.3B | 48% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 7.60 | 15.26 | 50% |
| Returns for 3 years | 43.77 | 51.79 | 85% |
| Returns for 5 years | 40.17 | 58.39 | 69% |
| Returns for 10 years | 118.55 | 100.46 | 118% |
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