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OTCAX vs PMBJX
OTCAX vs PMBJX Comparison
Open Charts OTCAX vs PMBJX
OTCAX vs PMBJX Comparison Chart in %
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OTCAX vs. PMBJX commentary
Nov 20, 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 OTCAX is a Hold and PMBJX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.8B vs. OTCAX (14.1B). PMBJX pays higher dividends than OTCAX: PMBJX (0.06) vs OTCAX (0.00). OTCAX was incepted earlier than PMBJX: OTCAX (32 years) vs PMBJX (25 years). OTCAX (1.04) is less costly to investors than PMBJX (0.78). OTCAX is a more actively managed with annual turnover of: 54.00 vs. PMBJX (10.50). OTCAX (1000) and PMBJX (1000) have matching initial minimum investment requirements. PMBJX annual gain was more profitable for investors over the last year : -6.46 vs. OTCAX (-8.12). PMBJX return over 5 years is better than : 25.52 vs. OTCAX (9.56).
| OTCAX | PMBJX | OTCAX / PMBJX | |
| Total Expense Ratio | 1.03 | 0.78 | 132% |
| Annual Report Gross Expense Ratio | 1.04 | 0.78 | 133% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 1.019 | -0.564 | -181% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 30.8B | 46% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -8.12 | -6.46 | 126% |
| Returns for 3 years | 27.60 | 32.39 | 85% |
| Returns for 5 years | 9.56 | 25.52 | 37% |
| Returns for 10 years | 95.25 | 89.12 | 107% |
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