OTCCX
Price
$17.71
Change
+$0.04 (+0.23%)
Updated
Jan 13 closing price
Net Assets
14.57B
PMBMX
Price
$39.86
Change
-$0.24 (-0.60%)
Updated
Jan 13 closing price
Net Assets
31.35B
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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$17.71
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets14.57B
Principal MidCap R3
Price$39.86
Change-$0.24 (-0.60%)
VolumeN/A
Net Assets31.35B
OTCCX vs PMBMX Comparison Chart in %
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OTCCX vs. PMBMX commentary
Jan 14, 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 OTCCX is a Hold and PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.3B vs. OTCCX (14.6B). OTCCX (0.00) and PMBMX (0.00) have matching dividends . 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 : -0.67 vs. OTCCX (-14.61). PMBMX return over 5 years is better than : 17.54 vs. OTCCX (-20.08).
OTCCXPMBMXOTCCX / PMBMX
Total Expense Ratio1.781.14156%
Annual Report Gross Expense Ratio1.791.14157%
Fund Existence31 years25 years-
Gain YTD3.5072.626134%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.6B31.3B47%
Annual Yield % from dividends0.000.00-
Returns for 1 year-14.61-0.672,171%
Returns for 3 years0.7429.573%
Returns for 5 years-20.0817.54-114%
Returns for 10 years64.59119.4254%
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