OTCGX
Price
$22.26
Change
+$0.14 (+0.63%)
Updated
Dec 3 closing price
Net Assets
14.51B
PMBJX
Price
$41.70
Change
+$0.33 (+0.80%)
Updated
Dec 3 closing price
Net Assets
31.57B
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OTCGX vs PMBJX

Header iconOTCGX vs PMBJX Comparison
Open Charts OTCGX vs PMBJXBanner chart's image
MFS Mid Cap Growth R1
Price$22.26
Change+$0.14 (+0.63%)
VolumeN/A
Net Assets14.51B
Principal MidCap J
Price$41.70
Change+$0.33 (+0.80%)
VolumeN/A
Net Assets31.57B
OTCGX vs PMBJX Comparison Chart in %
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OTCGX vs. PMBJX commentary
Dec 04, 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 OTCGX is a StrongBuy and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.6B vs. OTCGX (14.5B). PMBJX pays higher dividends than OTCGX: PMBJX (0.06) vs OTCGX (0.00). OTCGX was incepted earlier than PMBJX: OTCGX (21 years) vs PMBJX (25 years). OTCGX (1.79) is less costly to investors than PMBJX (0.78). OTCGX is a more actively managed with annual turnover of: 35.00 vs. PMBJX (10.50). OTCGX has a lower initial minimum investment than PMBJX: OTCGX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : -8.04 vs. OTCGX (-11.37). PMBJX return over 5 years is better than : 26.06 vs. OTCGX (3.27).
OTCGXPMBJXOTCGX / PMBJX
Total Expense Ratio1.780.78228%
Annual Report Gross Expense Ratio1.790.78229%
Fund Existence21 years25 years-
Gain YTD3.4111.813188%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.5B31.6B46%
Annual Yield % from dividends0.000.06-
Returns for 1 year-11.37-8.04141%
Returns for 3 years20.5331.6565%
Returns for 5 years3.2726.0613%
Returns for 10 years73.1693.0179%
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