ATHAX
Price
$17.28
Change
-$0.18 (-1.03%)
Updated
Jul 13 closing price
Net Assets
5.59B
PMBJX
Price
$37.19
Change
-$0.11 (-0.29%)
Updated
Jul 13 closing price
Net Assets
23.7B
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ATHAX vs PMBJX

ATHAX vs PMBJX Comparison Chart in %
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ATHAX vs. PMBJX commentary
Jul 14, 2026

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 ATHAX is a Buy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 23.7B vs. ATHAX (5.59B). ATHAX (0.00) and PMBJX (0.00) have matching dividends . ATHAX was incepted earlier than PMBJX: ATHAX (29 years) vs PMBJX (25 years). ATHAX (1.25) is less costly to investors than PMBJX (0.76). ATHAX is a more actively managed with annual turnover of: 62.00 vs. PMBJX (13.70). PMBJX has a lower initial minimum investment than ATHAX: PMBJX (1000) vs ATHAX (2500). PMBJX annual gain was more profitable for investors over the last year : -13.50 vs. ATHAX (-17.87). PMBJX return over 5 years is better than : -2.58 vs. ATHAX (-28.47).
ATHAXPMBJXATHAX / PMBJX
Total Expense Ratio1.250.76164%
Annual Report Gross Expense Ratio1.250.76164%
Fund Existence29 years25 years-
Gain YTD7.446-4.236-176%
Front Load6%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets5.59B23.7B24%
Annual Yield % from dividends0.000.00-
Returns for 1 year-17.87-13.50132%
Returns for 3 years-4.1711.21-37%
Returns for 5 years-28.47-2.581,105%
Returns for 10 years-16.0276.53-21%
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