OTCGX
Price
$17.50
Change
-$5.63 (-24.34%)
Updated
Feb 3 closing price
Net Assets
13.93B
PMBMX
Price
$37.68
Change
-$4.68 (-11.05%)
Updated
Feb 3 closing price
Net Assets
29.47B
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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$17.50
Change-$5.63 (-24.34%)
VolumeN/A
Net Assets13.93B
Principal MidCap R3
Price$37.68
Change-$4.68 (-11.05%)
VolumeN/A
Net Assets29.47B
OTCGX vs PMBMX Comparison Chart in %
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OTCGX vs. PMBMX commentary
Feb 04, 2026

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 Hold and PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.5B vs. OTCGX (13.9B). OTCGX (0.00) and PMBMX (0.00) have matching dividends . OTCGX was incepted earlier than PMBMX: OTCGX (21 years) vs PMBMX (25 years). OTCGX (1.78) is less costly to investors than PMBMX (1.14). OTCGX is a more actively managed with annual turnover of: 54.00 vs. PMBMX (13.70). PMBMX annual gain was more profitable for investors over the last year : -11.84 vs. OTCGX (-22.33). PMBMX return over 5 years is better than : 9.56 vs. OTCGX (-23.81).
OTCGXPMBMXOTCGX / PMBMX
Total Expense Ratio1.771.14155%
Annual Report Gross Expense Ratio1.781.14156%
Fund Existence21 years25 years-
Gain YTD-1.630-2.98755%
Front LoadN/AN/A-
Min. Initial InvestmentN/A0-
Min. Initial Investment IRAN/AN/A-
Net Assets13.9B29.5B47%
Annual Yield % from dividends0.000.00-
Returns for 1 year-22.33-11.84189%
Returns for 3 years-6.7218.93-35%
Returns for 5 years-23.819.56-249%
Returns for 10 years62.94108.3458%
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