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ATHIX vs PMBJX
ATHIX vs PMBJX Comparison
Open Charts ATHIX vs PMBJX
ATHIX vs PMBJX Comparison Chart in %
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ATHIX vs. PMBJX commentary
Sep 12, 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 ATHIX is a Hold and PMBJX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 21.3B vs. ATHIX (5.15B). ATHIX (0.00) and PMBJX (0.00) have matching dividends . ATHIX was incepted earlier than PMBJX: ATHIX (29 years) vs PMBJX (26 years). ATHIX (0.80) is less costly to investors than PMBJX (0.76). ATHIX is a more actively managed with annual turnover of: 62.00 vs. PMBJX (13.70). PMBJX has a lower initial minimum investment than ATHIX: PMBJX (1000) vs ATHIX (5000000). ATHIX (-18.53) and PMBJX (-19.19) have marching annual gain over last year. PMBJX return over 5 years is better than : -9.24 vs. ATHIX (-21.92).
| ATHIX | PMBJX | ATHIX / PMBJX | |
| Total Expense Ratio | 0.80 | 0.76 | 105% |
| Annual Report Gross Expense Ratio | 0.80 | 0.76 | 105% |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | 2.149 | -8.010 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.15B | 21.3B | 24% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -18.53 | -19.19 | 97% |
| Returns for 3 years | 8.30 | 9.27 | 90% |
| Returns for 5 years | -21.92 | -9.24 | 237% |
| Returns for 10 years | 10.29 | 71.18 | 14% |
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