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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
Jun 03, 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 OTCAX is a Buy and PMBJX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 24.6B vs. OTCAX (13.8B). OTCAX (0.00) and PMBJX (0.00) have matching dividends . OTCAX was incepted earlier than PMBJX: OTCAX (33 years) vs PMBJX (25 years). OTCAX (1.03) is less costly to investors than PMBJX (0.76). OTCAX is a more actively managed with annual turnover of: 54.00 vs. PMBJX (13.70). OTCAX (1000) and PMBJX (1000) have matching initial minimum investment requirements. OTCAX annual gain was more profitable for investors over the last year : -10.35 vs. PMBJX (-13.38). PMBJX return over 5 years is better than : -1.52 vs. OTCAX (-5.96).
| OTCAX | PMBJX | OTCAX / PMBJX | |
| Total Expense Ratio | 1.02 | 0.76 | 134% |
| Annual Report Gross Expense Ratio | 1.03 | 0.76 | 136% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 4.236 | -6.906 | -61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 24.6B | 56% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.35 | -13.38 | 77% |
| Returns for 3 years | 9.94 | 15.44 | 64% |
| Returns for 5 years | -5.96 | -1.52 | 394% |
| Returns for 10 years | 84.25 | 76.50 | 110% |
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