OTCBX
Price
$23.24
Change
+$0.19 (+0.82%)
Updated
Jul 25 closing price
Net Assets
15.1B
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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OTCBX vs PMBMX

Header iconOTCBX vs PMBMX Comparison
Open Charts OTCBX vs PMBMXBanner chart's image
MFS Mid Cap Growth B
Price$23.24
Change+$0.19 (+0.82%)
VolumeN/A
Net Assets15.1B
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
OTCBX vs PMBMX Comparison Chart in %
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OTCBX vs. PMBMX commentary
Jul 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 Buy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. OTCBX (15.1B). PMBMX pays higher dividends than OTCBX: PMBMX (0.02) vs OTCBX (0.00). OTCBX was incepted earlier than PMBMX: OTCBX (32 years) vs PMBMX (25 years). OTCBX (1.79) is less costly to investors than PMBMX (1.14). OTCBX is a more actively managed with annual turnover of: 35.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than OTCBX: PMBMX (0) vs OTCBX (1000). PMBMX annual gain was more profitable for investors over the last year : 13.04 vs. OTCBX (5.35). PMBMX return over 5 years is better than : 52.44 vs. OTCBX (24.21).
OTCBXPMBMXOTCBX / PMBMX
Total Expense Ratio1.781.14156%
Annual Report Gross Expense Ratio1.791.14157%
Fund Existence32 years25 years-
Gain YTD7.9428.42194%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.1B33.2B45%
Annual Yield % from dividends0.000.02-
Returns for 1 year5.3513.0441%
Returns for 3 years30.9347.2765%
Returns for 5 years24.2152.4446%
Returns for 10 years78.7797.4281%
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