OTCBX
Price
$18.29
Change
-$0.00 (-0.00%)
Updated
Dec 26 closing price
Net Assets
14.44B
PMBJX
Price
$39.62
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
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OTCBX vs PMBJX

Header iconOTCBX vs PMBJX Comparison
Open Charts OTCBX vs PMBJXBanner chart's image
MFS Mid Cap Growth B
Price$18.29
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets14.44B
Principal MidCap J
Price$39.62
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
OTCBX vs PMBJX Comparison Chart in %
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OTCBX vs. PMBJX commentary
Dec 27, 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 OTCBX is a Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.2B vs. OTCBX (14.4B). PMBJX pays higher dividends than OTCBX: PMBJX (0.06) vs OTCBX (0.00). OTCBX was incepted earlier than PMBJX: OTCBX (32 years) vs PMBJX (25 years). OTCBX (1.79) is less costly to investors than PMBJX (0.78). OTCBX is a more actively managed with annual turnover of: 54.00 vs. PMBJX (10.50). OTCBX (1000) and PMBJX (1000) have matching initial minimum investment requirements. PMBJX annual gain was more profitable for investors over the last year : -4.84 vs. OTCBX (-17.13). PMBJX return over 5 years is better than : 19.01 vs. OTCBX (-19.39).
OTCBXPMBJXOTCBX / PMBJX
Total Expense Ratio1.780.78228%
Annual Report Gross Expense Ratio1.790.78229%
Fund Existence32 years25 years-
Gain YTD-15.049-2.916516%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets14.4B31.2B46%
Annual Yield % from dividends0.000.06-
Returns for 1 year-17.13-4.84354%
Returns for 3 years5.9138.4215%
Returns for 5 years-19.3919.01-102%
Returns for 10 years48.5899.7049%
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