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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
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 PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. OTCIX (15.6B). 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. PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. OTCIX (7.60). PMBMX return over 5 years is better than : 55.71 vs. OTCIX (40.17).
| 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 | 8.395 | 6.854 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 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 | 7.60 | 14.80 | 51% |
| Returns for 3 years | 43.77 | 50.19 | 87% |
| Returns for 5 years | 40.17 | 55.71 | 72% |
| Returns for 10 years | 118.55 | 94.74 | 125% |
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