Interact to see
Advertisement
Advertisement
OTCGX vs PMBMX
OTCGX vs PMBMX Comparison
Open Charts OTCGX vs PMBMX
MFS Mid Cap Growth R1
Price$23.08
Change+$0.24 (+1.05%)
VolumeN/A
Net Assets15.58B
OTCGX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| OTCGX | PMBMX | OTCGX / PMBMX | |
| Total Expense Ratio | 1.78 | 1.14 | 156% |
| Annual Report Gross Expense Ratio | 1.79 | 1.14 | 157% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 7.850 | 6.854 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6B | 32.3B | 48% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 3.59 | 14.80 | 24% |
| Returns for 3 years | 35.61 | 50.19 | 71% |
| Returns for 5 years | 27.73 | 55.71 | 50% |
| Returns for 10 years | 79.61 | 94.74 | 84% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BUFT | 23.62 | 0.03 | +0.13% |
| FT Vest Buffered Allctn Dfnsv ETF | |||
| OCTJ | 23.92 | 0.01 | +0.04% |
| Innovator Premium Income 30 Bar ETF Oct | |||
| GSY | 50.16 | 0.01 | +0.02% |
| Invesco Ultra Short Duration ETF | |||
| EFAA | 51.77 | -0.33 | -0.64% |
| Invesco MSCI EAFE Income Advantage ETF | |||
| AMDL | 8.02 | -0.08 | -0.99% |
| GraniteShares 2x Long AMD Daily ETF | |||