ATHAX
Price
$17.33
Change
+$0.18 (+1.05%)
Updated
Aug 21 closing price
Net Assets
5.46B
PMBJX
Price
$38.66
Change
+$0.31 (+0.81%)
Updated
Aug 21 closing price
Net Assets
23.18B
Interact to see
Advertisement

ATHAX vs PMBJX

ATHAX vs PMBJX Comparison Chart in %
View a ticker or compare two or three
VS
ATHAX vs. PMBJX commentary
Aug 23, 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 Hold and PMBJX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 23.2B vs. ATHAX (5.46B). 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 : -10.41 vs. ATHAX (-18.33). PMBJX return over 5 years is better than : -1.32 vs. ATHAX (-30.26).
ATHAXPMBJXATHAX / PMBJX
Total Expense Ratio1.250.76164%
Annual Report Gross Expense Ratio1.250.76164%
Fund Existence29 years25 years-
Gain YTD6.646-0.745-893%
Front Load6%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets5.46B23.2B24%
Annual Yield % from dividends0.000.00-
Returns for 1 year-18.33-10.41176%
Returns for 3 years0.7620.174%
Returns for 5 years-30.26-1.322,296%
Returns for 10 years-18.6479.67-23%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
UPLD4.900.22
+4.70%
Upland Software
XMTR83.590.47
+0.57%
Xometry
CAH229.511.05
+0.46%
Cardinal Health
FLOC22.630.07
+0.31%
Flowco Holdings Inc
BEBE9.99-0.01
-0.10%
TGE Value Creative Solutions Corp