OTCBX
Price
$23.24
Change
+$0.19 (+0.82%)
Updated
Jul 25 closing price
Net Assets
15.1B
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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OTCBX vs PMBPX

Header iconOTCBX vs PMBPX Comparison
Open Charts OTCBX vs PMBPXBanner chart's image
MFS Mid Cap Growth B
Price$23.24
Change+$0.19 (+0.82%)
VolumeN/A
Net Assets15.1B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
OTCBX vs PMBPX Comparison Chart in %
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OTCBX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. OTCBX (15.1B). PMBPX pays higher dividends than OTCBX: PMBPX (0.01) vs OTCBX (0.00). OTCBX was incepted earlier than PMBPX: OTCBX (32 years) vs PMBPX (25 years). OTCBX (1.79) is less costly to investors than PMBPX (0.83). OTCBX is a more actively managed with annual turnover of: 35.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than OTCBX: PMBPX (0) vs OTCBX (1000). PMBPX annual gain was more profitable for investors over the last year : 13.61 vs. OTCBX (5.35). PMBPX return over 5 years is better than : 56.25 vs. OTCBX (24.21).
OTCBXPMBPXOTCBX / PMBPX
Total Expense Ratio1.780.83214%
Annual Report Gross Expense Ratio1.790.83216%
Fund Existence32 years25 years-
Gain YTD7.9428.60692%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.1B33.2B45%
Annual Yield % from dividends0.000.01-
Returns for 1 year5.3513.6139%
Returns for 3 years30.9349.3863%
Returns for 5 years24.2156.2543%
Returns for 10 years78.77107.2773%
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