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OTCIX vs PMBMX
OTCIX vs PMBMX Comparison
Open Charts OTCIX vs PMBMX
OTCIX vs PMBMX Comparison Chart in %
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OTCIX vs. PMBMX commentary
Dec 04, 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 StrongBuy and PMBMX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.6B vs. OTCIX (14.5B). PMBMX pays higher dividends than OTCIX: PMBMX (0.02) vs OTCIX (0.00). OTCIX was incepted earlier than PMBMX: OTCIX (29 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than OTCIX (0.79). OTCIX is a more actively managed with annual turnover of: 35.00 vs. PMBMX (10.50). OTCIX (0) and PMBMX (0) have matching initial minimum investment requirements. OTCIX annual gain was more profitable for investors over the last year : -7.95 vs. PMBMX (-8.38). PMBMX return over 5 years is better than : 23.98 vs. OTCIX (13.29).
| OTCIX | PMBMX | OTCIX / PMBMX | |
| Total Expense Ratio | 0.78 | 1.14 | 68% |
| Annual Report Gross Expense Ratio | 0.79 | 1.14 | 69% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 4.327 | 1.469 | 295% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5B | 31.6B | 46% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -7.95 | -8.38 | 95% |
| Returns for 3 years | 27.71 | 30.25 | 92% |
| Returns for 5 years | 13.29 | 23.98 | 55% |
| Returns for 10 years | 110.63 | 87.43 | 127% |
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