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OTCAX vs PMBMX
OTCAX vs PMBMX Comparison
Open Charts OTCAX vs PMBMX
MFS Mid Cap Growth A
Price$24.86
Change-$6.08 (-19.65%)
VolumeN/A
Net Assets13.93B
OTCAX vs PMBMX Comparison Chart in %
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OTCAX vs. PMBMX 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 PMBMX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.5B vs. OTCAX (13.9B). OTCAX (0.00) and PMBMX (0.00) have matching dividends . OTCAX was incepted earlier than PMBMX: OTCAX (32 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than OTCAX (1.03). OTCAX is a more actively managed with annual turnover of: 54.00 vs. PMBMX (13.70). PMBMX has a lower initial minimum investment than OTCAX: PMBMX (0) vs OTCAX (1000). PMBMX annual gain was more profitable for investors over the last year : -11.84 vs. OTCAX (-17.08). PMBMX return over 5 years is better than : 9.56 vs. OTCAX (-13.47).
| OTCAX | PMBMX | OTCAX / PMBMX | |
| Total Expense Ratio | 1.02 | 1.14 | 89% |
| Annual Report Gross Expense Ratio | 1.03 | 1.14 | 90% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | -1.584 | -2.987 | 53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 29.5B | 47% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -17.08 | -11.84 | 144% |
| Returns for 3 years | 3.41 | 18.93 | 18% |
| Returns for 5 years | -13.47 | 9.56 | -141% |
| Returns for 10 years | 99.84 | 108.34 | 92% |
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