OTCBX
Price
$23.22
Change
+$0.25 (+1.09%)
Updated
Jul 3 closing price
Net Assets
15.58B
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$23.22
Change+$0.25 (+1.09%)
VolumeN/A
Net Assets15.58B
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
OTCBX vs PMBJX Comparison Chart in %
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OTCBX vs. PMBJX commentary
Jul 07, 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 Buy and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. OTCBX (15.6B). PMBJX pays higher dividends than OTCBX: PMBJX (0.06) vs OTCBX (0.00). OTCBX was incepted earlier than PMBJX: OTCBX (32 years) vs PMBJX (24 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 : 15.26 vs. OTCBX (3.66). PMBJX return over 5 years is better than : 58.39 vs. OTCBX (27.79).
OTCBXPMBJXOTCBX / PMBJX
Total Expense Ratio1.780.78228%
Annual Report Gross Expense Ratio1.790.78229%
Fund Existence32 years24 years-
Gain YTD7.8507.057111%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets15.6B32.3B48%
Annual Yield % from dividends0.000.06-
Returns for 1 year3.6615.2624%
Returns for 3 years35.7151.7969%
Returns for 5 years27.7958.3948%
Returns for 10 years80.14100.4680%
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