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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
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 OTCAX is a Hold and PMBJX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 21.3B vs. OTCAX (12.5B). OTCAX (0.00) and PMBJX (0.00) have matching dividends . OTCAX was incepted earlier than PMBJX: OTCAX (33 years) vs PMBJX (26 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. PMBJX annual gain was more profitable for investors over the last year : -19.19 vs. OTCAX (-20.52). PMBJX return over 5 years is better than : -9.24 vs. OTCAX (-20.47).
| 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 | 26 years | - |
| Gain YTD | -0.158 | -8.010 | 2% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 21.3B | 59% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -20.52 | -19.19 | 107% |
| Returns for 3 years | 2.90 | 9.27 | 31% |
| Returns for 5 years | -20.47 | -9.24 | 222% |
| Returns for 10 years | 74.77 | 71.18 | 105% |
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