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CHCZX vs PMBCX
CHCZX vs PMBCX Comparison
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CHCZX vs PMBCX Comparison Chart in %
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CHCZX vs. PMBCX commentary
Sep 16, 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 CHCZX is a Buy and PMBCX is a Hold.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 33.2B vs. CHCZX (2.63B). CHCZX (0.00) and PMBCX (0.00) have matching dividends . CHCZX was incepted earlier than PMBCX: CHCZX (11 years) vs PMBCX (19 years). PMBCX (1.75) is less costly to investors than CHCZX (0.67). CHCZX is a more actively managed with annual turnover of: 79.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than CHCZX: PMBCX (1000) vs CHCZX (2000000). CHCZX annual gain was more profitable for investors over the last year : 8.40 vs. PMBCX (5.84). PMBCX return over 5 years is better than : 35.44 vs. CHCZX (-2.29).
| CHCZX | PMBCX | CHCZX / PMBCX | |
| Total Expense Ratio | 0.67 | 1.75 | 38% |
| Annual Report Gross Expense Ratio | 0.67 | 1.75 | 38% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 3.636 | 6.809 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.63B | 33.2B | 8% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.40 | 5.84 | 144% |
| Returns for 3 years | 40.02 | 42.06 | 95% |
| Returns for 5 years | -2.29 | 35.44 | -6% |
| Returns for 10 years | 43.29 | 85.04 | 51% |
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