OTCCX
Price
$22.38
Change
+$0.17 (+0.77%)
Updated
Jul 25 closing price
Net Assets
15.1B
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$22.38
Change+$0.17 (+0.77%)
VolumeN/A
Net Assets15.1B
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
OTCCX vs PMBMX Comparison Chart in %
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OTCCX vs. PMBMX commentary
Jul 28, 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 Buy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. OTCCX (15.1B). 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: 35.00 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 : 13.04 vs. OTCCX (4.97). PMBMX return over 5 years is better than : 52.44 vs. OTCCX (23.51).
OTCCXPMBMXOTCCX / PMBMX
Total Expense Ratio1.781.14156%
Annual Report Gross Expense Ratio1.791.14157%
Fund Existence31 years25 years-
Gain YTD7.9078.42194%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.1B33.2B45%
Annual Yield % from dividends0.000.02-
Returns for 1 year4.9713.0438%
Returns for 3 years30.4247.2764%
Returns for 5 years23.5152.4445%
Returns for 10 years76.3697.4278%
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