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OTCBX vs PMBMX
OTCBX vs PMBMX Comparison
Open Charts OTCBX vs PMBMX
MFS Mid Cap Growth B
Price$17.63
Change-$5.64 (-24.24%)
VolumeN/A
Net Assets13.93B
OTCBX vs PMBMX Comparison Chart in %
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OTCBX vs. PMBMX 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 PMBMX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.5B vs. OTCBX (13.9B). OTCBX (0.00) and PMBMX (0.00) have matching dividends . OTCBX was incepted earlier than PMBMX: OTCBX (32 years) vs PMBMX (25 years). OTCBX (1.78) is less costly to investors than PMBMX (1.14). OTCBX is a more actively managed with annual turnover of: 54.00 vs. PMBMX (13.70). 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 : -11.84 vs. OTCBX (-22.20). PMBMX return over 5 years is better than : 9.56 vs. OTCBX (-23.65).
| OTCBX | PMBMX | OTCBX / PMBMX | |
| Total Expense Ratio | 1.77 | 1.14 | 155% |
| Annual Report Gross Expense Ratio | 1.78 | 1.14 | 156% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | -1.618 | -2.987 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 29.5B | 47% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -22.20 | -11.84 | 187% |
| Returns for 3 years | -6.52 | 18.93 | -34% |
| Returns for 5 years | -23.65 | 9.56 | -247% |
| Returns for 10 years | 63.54 | 108.34 | 59% |
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