OTCCX
Price
$22.59
Change
+$0.14 (+0.62%)
Updated
Sep 5 closing price
Net Assets
15.38B
PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.05B
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OTCCX vs PMBPX

Header iconOTCCX vs PMBPX Comparison
Open Charts OTCCX vs PMBPXBanner chart's image
MFS Mid Cap Growth C
Price$22.59
Change+$0.14 (+0.62%)
VolumeN/A
Net Assets15.38B
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.05B
OTCCX vs PMBPX Comparison Chart in %
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OTCCX vs. PMBPX commentary
Sep 09, 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. OTCCX (15.4B). PMBPX pays higher dividends than OTCCX: PMBPX (0.01) vs OTCCX (0.00). OTCCX was incepted earlier than PMBPX: OTCCX (31 years) vs PMBPX (25 years). OTCCX (1.79) is less costly to investors than PMBPX (0.83). OTCCX is a more actively managed with annual turnover of: 35.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than OTCCX: PMBPX (0) vs OTCCX (1000). PMBPX annual gain was more profitable for investors over the last year : 9.16 vs. OTCCX (5.61). PMBPX return over 5 years is better than : 47.38 vs. OTCCX (21.39).
OTCCXPMBPXOTCCX / PMBPX
Total Expense Ratio1.780.83214%
Annual Report Gross Expense Ratio1.790.83216%
Fund Existence31 years25 years-
Gain YTD8.9207.018127%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.4B33B47%
Annual Yield % from dividends0.000.01-
Returns for 1 year5.619.1661%
Returns for 3 years33.0446.0472%
Returns for 5 years21.3947.3845%
Returns for 10 years83.36111.6375%
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