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OTCGX vs PMBMX
OTCGX vs PMBMX Comparison
Open Charts OTCGX vs PMBMX
MFS Mid Cap Growth R1
Price$18.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets14.44B
OTCGX vs PMBMX Comparison Chart in %
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OTCGX vs. PMBMX commentary
Dec 28, 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 Hold and PMBMX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.2B vs. OTCGX (14.4B). PMBMX pays higher dividends than OTCGX: PMBMX (0.02) vs OTCGX (0.00). OTCGX was incepted earlier than PMBMX: OTCGX (21 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: 54.00 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 : -5.21 vs. OTCGX (-17.23). PMBMX return over 5 years is better than : 16.99 vs. OTCGX (-19.57).
| OTCGX | PMBMX | OTCGX / PMBMX | |
| Total Expense Ratio | 1.78 | 1.14 | 156% |
| Annual Report Gross Expense Ratio | 1.79 | 1.14 | 157% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | -15.140 | -3.280 | 462% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 31.2B | 46% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -17.23 | -5.21 | 331% |
| Returns for 3 years | 5.70 | 36.89 | 15% |
| Returns for 5 years | -19.57 | 16.99 | -115% |
| Returns for 10 years | 48.12 | 93.63 | 51% |
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