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OTCGX vs PMBJX
OTCGX vs PMBJX Comparison
Open Charts OTCGX vs PMBJX
MFS Mid Cap Growth R1
Price$23.04
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets15.17B
OTCGX vs PMBJX Comparison Chart in %
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OTCGX vs. PMBJX commentary
Aug 18, 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 Buy and PMBJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.5B vs. OTCGX (15.2B). PMBJX pays higher dividends than OTCGX: PMBJX (0.06) vs OTCGX (0.00). OTCGX was incepted earlier than PMBJX: OTCGX (20 years) vs PMBJX (24 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 : 8.97 vs. OTCGX (3.23). PMBJX return over 5 years is better than : 44.05 vs. OTCGX (18.89).
| OTCGX | PMBJX | OTCGX / PMBJX | |
| Total Expense Ratio | 1.78 | 0.78 | 228% |
| Annual Report Gross Expense Ratio | 1.79 | 0.78 | 229% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 7.664 | 5.832 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 32.5B | 47% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 3.23 | 8.97 | 36% |
| Returns for 3 years | 18.95 | 30.25 | 63% |
| Returns for 5 years | 18.89 | 44.05 | 43% |
| Returns for 10 years | 73.36 | 92.90 | 79% |
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