OTCBX
Price
$23.18
Change
+$0.02 (+0.09%)
Updated
Aug 15 closing price
Net Assets
15.17B
PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.48B
Interact to see
Advertisement

OTCBX vs PMBPX

Header iconOTCBX vs PMBPX Comparison
Open Charts OTCBX vs PMBPXBanner chart's image
MFS Mid Cap Growth B
Price$23.18
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets15.17B
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.48B
OTCBX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
OTCBX vs. PMBPX commentary
Aug 17, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. OTCBX (15.2B). 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 : 9.12 vs. OTCBX (3.30). PMBPX return over 5 years is better than : 45.20 vs. OTCBX (19.05).
OTCBXPMBPXOTCBX / PMBPX
Total Expense Ratio1.780.83214%
Annual Report Gross Expense Ratio1.790.83216%
Fund Existence32 years25 years-
Gain YTD7.6645.798132%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.2B32.5B47%
Annual Yield % from dividends0.000.01-
Returns for 1 year3.309.1236%
Returns for 3 years19.0530.7562%
Returns for 5 years19.0545.2042%
Returns for 10 years73.7696.6776%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
FMN10.780.03
+0.28%
Federated Hermes Premier Municipal Income Fund
DSTL56.440.01
+0.02%
Distillate US Fdmtl Stblty & Val ETF
FDG115.28-0.06
-0.05%
American Century Foc Dynmc Gr ETF
CPSJ26.34-0.02
-0.08%
Calamos S&P 500 Str Alt Prt ETF-Jul
GCAD42.90-0.14
-0.33%
Gabelli Commercial Aerospace & Dfns ETF