OTCBX
Price
$17.63
Change
-$5.64 (-24.24%)
Updated
Feb 3 closing price
Net Assets
13.93B
PMBPX
Price
$40.41
Change
-$4.79 (-10.60%)
Updated
Feb 3 closing price
Net Assets
30.27B
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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$17.63
Change-$5.64 (-24.24%)
VolumeN/A
Net Assets13.93B
Principal MidCap R5
Price$40.41
Change-$4.79 (-10.60%)
VolumeN/A
Net Assets30.27B
OTCBX vs PMBPX Comparison Chart in %
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OTCBX vs. PMBPX 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. OTCBX (13.9B). OTCBX (0.00) and PMBPX (0.00) have matching dividends . OTCBX was incepted earlier than PMBPX: OTCBX (32 years) vs PMBPX (25 years). OTCBX (1.78) is less costly to investors than PMBPX (0.83). OTCBX is a more actively managed with annual turnover of: 54.00 vs. PMBPX (13.70). 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 : -11.17 vs. OTCBX (-22.20). PMBPX return over 5 years is better than : 12.76 vs. OTCBX (-23.65).
OTCBXPMBPXOTCBX / PMBPX
Total Expense Ratio1.770.83213%
Annual Report Gross Expense Ratio1.780.83214%
Fund Existence32 years25 years-
Gain YTD-1.618-2.93155%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets13.9B30.3B46%
Annual Yield % from dividends0.000.00-
Returns for 1 year-22.20-11.17199%
Returns for 3 years-6.5221.00-31%
Returns for 5 years-23.6512.76-185%
Returns for 10 years63.54119.3953%
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