OTCBX
Price
$17.63
Change
-$5.64 (-24.24%)
Updated
Feb 3 closing price
Net Assets
13.93B
PMBJX
Price
$37.80
Change
-$4.64 (-10.93%)
Updated
Feb 3 closing price
Net Assets
30.27B
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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$17.63
Change-$5.64 (-24.24%)
VolumeN/A
Net Assets13.93B
Principal MidCap J
Price$37.80
Change-$4.64 (-10.93%)
VolumeN/A
Net Assets30.27B
OTCBX vs PMBJX Comparison Chart in %
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OTCBX vs. PMBJX 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 OTCBX is a Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.3B vs. OTCBX (13.9B). OTCBX (0.00) and PMBJX (0.00) have matching dividends . OTCBX was incepted earlier than PMBJX: OTCBX (32 years) vs PMBJX (25 years). OTCBX (1.78) is less costly to investors than PMBJX (0.78). OTCBX is a more actively managed with annual turnover of: 54.00 vs. PMBJX (13.70). OTCBX (1000) and PMBJX (1000) have matching initial minimum investment requirements. PMBJX annual gain was more profitable for investors over the last year : -11.50 vs. OTCBX (-22.20). PMBJX return over 5 years is better than : 11.44 vs. OTCBX (-23.65).
OTCBXPMBJXOTCBX / PMBJX
Total Expense Ratio1.770.78227%
Annual Report Gross Expense Ratio1.780.78228%
Fund Existence32 years25 years-
Gain YTD-1.618-2.95355%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets13.9B30.3B46%
Annual Yield % from dividends0.000.00-
Returns for 1 year-22.20-11.50193%
Returns for 3 years-6.5220.26-32%
Returns for 5 years-23.6511.44-207%
Returns for 10 years63.54114.8155%
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