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OTCAX vs PMBJX
OTCAX vs PMBJX Comparison
Open Charts OTCAX vs PMBJX
MFS Mid Cap Growth A
Price$24.86
Change-$6.08 (-19.65%)
VolumeN/A
Net Assets13.93B
OTCAX vs PMBJX Comparison Chart in %
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OTCAX vs. PMBJX commentary
Feb 04, 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: 30.3B vs. OTCAX (13.9B). OTCAX (0.00) and PMBJX (0.00) have matching dividends . OTCAX was incepted earlier than PMBJX: OTCAX (32 years) vs PMBJX (25 years). OTCAX (1.03) is less costly to investors than PMBJX (0.78). 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 : -11.50 vs. OTCAX (-17.08). PMBJX return over 5 years is better than : 11.44 vs. OTCAX (-13.47).
| OTCAX | PMBJX | OTCAX / PMBJX | |
| Total Expense Ratio | 1.02 | 0.78 | 131% |
| Annual Report Gross Expense Ratio | 1.03 | 0.78 | 132% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | -1.584 | -2.953 | 54% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 30.3B | 46% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -17.08 | -11.50 | 149% |
| Returns for 3 years | 3.41 | 20.26 | 17% |
| Returns for 5 years | -13.47 | 11.44 | -118% |
| Returns for 10 years | 99.84 | 114.81 | 87% |
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