OTCBX
Price
$22.25
Change
-$0.01 (-0.04%)
Updated
Dec 2 closing price
Net Assets
14.43B
PMBPX
Price
$44.05
Change
-$0.19 (-0.43%)
Updated
Dec 2 closing price
Net Assets
31.51B
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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$22.25
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets14.43B
Principal MidCap R5
Price$44.05
Change-$0.19 (-0.43%)
VolumeN/A
Net Assets31.51B
OTCBX vs PMBPX Comparison Chart in %
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OTCBX vs. PMBPX commentary
Dec 04, 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 StrongBuy and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.5B vs. OTCBX (14.4B). 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 : -7.88 vs. OTCBX (-11.35). PMBPX return over 5 years is better than : 27.10 vs. OTCBX (3.34).
OTCBXPMBPXOTCBX / PMBPX
Total Expense Ratio1.780.83214%
Annual Report Gross Expense Ratio1.790.83216%
Fund Existence32 years25 years-
Gain YTD3.3911.795189%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.4B31.5B46%
Annual Yield % from dividends0.000.01-
Returns for 1 year-11.35-7.88144%
Returns for 3 years20.5932.1564%
Returns for 5 years3.3427.1012%
Returns for 10 years73.5096.8576%
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