OTCBX
Price
$22.87
Change
-$0.04 (-0.17%)
Updated
Oct 17 closing price
Net Assets
15.02B
PMBJX
Price
$41.75
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
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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$22.87
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets15.02B
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.76B
OTCBX vs PMBJX Comparison Chart in %
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OTCBX vs. PMBJX commentary
Oct 19, 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 StrongBuy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.8B vs. OTCBX (15B). 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: 35.00 vs. PMBJX (10.50). OTCBX (1000) and PMBJX (1000) have matching initial minimum investment requirements. PMBJX (-3.03) and OTCBX (-3.05) have marching annual gain over last year. PMBJX return over 5 years is better than : 34.98 vs. OTCBX (9.27).
OTCBXPMBJXOTCBX / PMBJX
Total Expense Ratio1.780.78228%
Annual Report Gross Expense Ratio1.790.78229%
Fund Existence32 years25 years-
Gain YTD6.2242.303270%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets15B31.8B47%
Annual Yield % from dividends0.000.06-
Returns for 1 year-3.05-3.03101%
Returns for 3 years39.1148.6780%
Returns for 5 years9.2734.9827%
Returns for 10 years83.4098.6185%
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