OTCCX
Price
$17.29
Change
-$0.30 (-1.71%)
Updated
Dec 12 closing price
Net Assets
14.56B
PMBMX
Price
$39.17
Change
-$0.19 (-0.48%)
Updated
Dec 12 closing price
Net Assets
29.83B
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OTCCX vs PMBMX

Header iconOTCCX vs PMBMX Comparison
Open Charts OTCCX vs PMBMXBanner chart's image
MFS Mid Cap Growth C
Price$17.29
Change-$0.30 (-1.71%)
VolumeN/A
Net Assets14.56B
Principal MidCap R3
Price$39.17
Change-$0.19 (-0.48%)
VolumeN/A
Net Assets29.83B
OTCCX vs PMBMX Comparison Chart in %
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OTCCX vs. PMBMX commentary
Dec 13, 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 OTCCX is a StrongBuy and PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.8B vs. OTCCX (14.6B). PMBMX pays higher dividends than OTCCX: PMBMX (0.02) vs OTCCX (0.00). OTCCX was incepted earlier than PMBMX: OTCCX (31 years) vs PMBMX (25 years). OTCCX (1.79) is less costly to investors than PMBMX (1.14). OTCCX is a more actively managed with annual turnover of: 54.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than OTCCX: PMBMX (0) vs OTCCX (1000). PMBMX annual gain was more profitable for investors over the last year : -11.67 vs. OTCCX (-19.79). PMBMX return over 5 years is better than : 18.62 vs. OTCCX (-16.00).
OTCCXPMBMXOTCCX / PMBMX
Total Expense Ratio1.781.14156%
Annual Report Gross Expense Ratio1.791.14157%
Fund Existence31 years25 years-
Gain YTD-15.188-3.647416%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.6B29.8B49%
Annual Yield % from dividends0.000.02-
Returns for 1 year-19.79-11.67170%
Returns for 3 years1.2126.964%
Returns for 5 years-16.0018.62-86%
Returns for 10 years45.9886.1453%
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