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CHCZX vs PMBPX
CHCZX vs PMBPX Comparison
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CHCZX vs PMBPX Comparison Chart
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CHCZX vs. PMBPX commentary
May 24, 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 PMBPX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.5B vs. CHCZX (2.42B). PMBPX pays higher dividends than CHCZX: PMBPX (0.01) vs CHCZX (0.00). CHCZX was incepted earlier than PMBPX: CHCZX (11 years) vs PMBPX (24 years). PMBPX (0.83) is less costly to investors than CHCZX (0.67). CHCZX is a more actively managed with annual turnover of: 79.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than CHCZX: PMBPX (0) vs CHCZX (2000000). PMBPX annual gain was more profitable for investors over the last year : 7.96 vs. CHCZX (-0.57). PMBPX return over 5 years is better than : 63.01 vs. CHCZX (-0.89).
| CHCZX | PMBPX | CHCZX / PMBPX | |
| Total Expense Ratio | 0.67 | 0.83 | 81% |
| Annual Report Gross Expense Ratio | 0.67 | 0.83 | 81% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | -7.652 | 1.864 | -411% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.42B | 30.5B | 8% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | -0.57 | 7.96 | -7% |
| Returns for 3 years | 27.11 | 41.09 | 66% |
| Returns for 5 years | -0.89 | 63.01 | -1% |
| Returns for 10 years | 19.80 | 90.00 | 22% |
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