OTCGX
Price
$22.74
Change
-$0.03 (-0.13%)
Updated
Oct 17 closing price
Net Assets
14.99B
PMBJX
Price
$41.75
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
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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$22.74
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets14.99B
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.76B
OTCGX vs PMBJX Comparison Chart in %
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OTCGX vs. PMBJX commentary
Oct 19, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.8B vs. OTCGX (15B). 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 (-3.03) and OTCGX (-3.11) have marching annual gain over last year. PMBJX return over 5 years is better than : 34.98 vs. OTCGX (9.22).
OTCGXPMBJXOTCGX / PMBJX
Total Expense Ratio1.780.78228%
Annual Report Gross Expense Ratio1.790.78229%
Fund Existence21 years25 years-
Gain YTD6.2622.303272%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets15B31.8B47%
Annual Yield % from dividends0.000.06-
Returns for 1 year-3.11-3.03103%
Returns for 3 years39.0848.6780%
Returns for 5 years9.2234.9826%
Returns for 10 years83.0998.6184%
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