OTCGX
Price
$23.08
Change
+$0.24 (+1.05%)
Updated
Jul 3 closing price
Net Assets
15.58B
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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OTCGX vs PMBMX

Header iconOTCGX vs PMBMX Comparison
Open Charts OTCGX vs PMBMXBanner chart's image
MFS Mid Cap Growth R1
Price$23.08
Change+$0.24 (+1.05%)
VolumeN/A
Net Assets15.58B
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
OTCGX vs PMBMX Comparison Chart in %
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OTCGX vs. PMBMX commentary
Jul 07, 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. OTCGX (15.6B). PMBMX pays higher dividends than OTCGX: PMBMX (0.02) vs OTCGX (0.00). OTCGX was incepted earlier than PMBMX: OTCGX (20 years) vs PMBMX (25 years). OTCGX (1.79) is less costly to investors than PMBMX (1.14). OTCGX is a more actively managed with annual turnover of: 35.00 vs. PMBMX (10.50). OTCGX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. OTCGX (3.59). PMBMX return over 5 years is better than : 55.71 vs. OTCGX (27.73).
OTCGXPMBMXOTCGX / PMBMX
Total Expense Ratio1.781.14156%
Annual Report Gross Expense Ratio1.791.14157%
Fund Existence20 years25 years-
Gain YTD7.8506.854115%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets15.6B32.3B48%
Annual Yield % from dividends0.000.02-
Returns for 1 year3.5914.8024%
Returns for 3 years35.6150.1971%
Returns for 5 years27.7355.7150%
Returns for 10 years79.6194.7484%
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