OTCAX
Price
$30.91
Change
+$0.22 (+0.72%)
Updated
Sep 26 closing price
Net Assets
15.3B
PCBIX
Price
$47.05
Change
+$0.35 (+0.75%)
Updated
Sep 26 closing price
Net Assets
33.04B
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OTCAX vs PCBIX

Header iconOTCAX vs PCBIX Comparison
Open Charts OTCAX vs PCBIXBanner chart's image
MFS Mid Cap Growth A
Price$30.91
Change+$0.22 (+0.72%)
VolumeN/A
Net Assets15.3B
Principal MidCap Institutional
Price$47.05
Change+$0.35 (+0.75%)
VolumeN/A
Net Assets33.04B
OTCAX vs PCBIX Comparison Chart in %
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OTCAX vs. PCBIX commentary
Sep 29, 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 Buy and PCBIX is a Hold.

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FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. OTCAX (15.3B). PCBIX pays higher dividends than OTCAX: PCBIX (0.12) vs OTCAX (0.00). OTCAX was incepted earlier than PCBIX: OTCAX (32 years) vs PCBIX (25 years). OTCAX (1.04) is less costly to investors than PCBIX (0.67). OTCAX is a more actively managed with annual turnover of: 35.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than OTCAX: PCBIX (0) vs OTCAX (1000). PCBIX annual gain was more profitable for investors over the last year : 2.82 vs. OTCAX (2.66). PCBIX return over 5 years is better than : 50.47 vs. OTCAX (27.83).
OTCAXPCBIXOTCAX / PCBIX
Total Expense Ratio1.030.67154%
Annual Report Gross Expense Ratio1.040.67155%
Fund Existence32 years25 years-
Gain YTD8.5705.564154%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.3B33B46%
Annual Yield % from dividends0.000.12-
Returns for 1 year2.662.8294%
Returns for 3 years50.1957.3588%
Returns for 5 years27.8350.4755%
Returns for 10 years129.47128.47101%
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