OTCBX
Price
$22.39
Change
+$0.14 (+0.63%)
Updated
Dec 3 closing price
Net Assets
14.51B
PMBJX
Price
$41.70
Change
+$0.33 (+0.80%)
Updated
Dec 3 closing price
Net Assets
31.57B
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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$22.39
Change+$0.14 (+0.63%)
VolumeN/A
Net Assets14.51B
Principal MidCap J
Price$41.70
Change+$0.33 (+0.80%)
VolumeN/A
Net Assets31.57B
OTCBX vs PMBJX Comparison Chart in %
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OTCBX vs. PMBJX commentary
Dec 04, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.6B vs. OTCBX (14.5B). 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 annual gain was more profitable for investors over the last year : -8.04 vs. OTCBX (-11.35). PMBJX return over 5 years is better than : 26.06 vs. OTCBX (3.34).
OTCBXPMBJXOTCBX / PMBJX
Total Expense Ratio1.780.78228%
Annual Report Gross Expense Ratio1.790.78229%
Fund Existence32 years25 years-
Gain YTD3.3911.813187%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets14.5B31.6B46%
Annual Yield % from dividends0.000.06-
Returns for 1 year-11.35-8.04141%
Returns for 3 years20.5931.6565%
Returns for 5 years3.3426.0613%
Returns for 10 years73.5093.0179%
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