OTCGX
Price
$21.82
Change
-$0.55 (-2.46%)
Updated
Nov 13 closing price
Net Assets
14.7B
PMBPX
Price
$44.03
Change
-$0.70 (-1.56%)
Updated
Nov 13 closing price
Net Assets
31.99B
Interact to see
Advertisement

OTCGX vs PMBPX

Header iconOTCGX vs PMBPX Comparison
Open Charts OTCGX vs PMBPXBanner chart's image
MFS Mid Cap Growth R1
Price$21.82
Change-$0.55 (-2.46%)
VolumeN/A
Net Assets14.7B
Principal MidCap R5
Price$44.03
Change-$0.70 (-1.56%)
VolumeN/A
Net Assets31.99B
OTCGX vs PMBPX Comparison Chart in %
View a ticker or compare two or three
VS
OTCGX vs. PMBPX commentary
Nov 14, 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 PMBPX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32B vs. OTCGX (14.7B). PMBPX pays higher dividends than OTCGX: PMBPX (0.01) vs OTCGX (0.00). OTCGX was incepted earlier than PMBPX: OTCGX (21 years) vs PMBPX (25 years). OTCGX (1.79) is less costly to investors than PMBPX (0.83). OTCGX is a more actively managed with annual turnover of: 35.00 vs. PMBPX (10.50). OTCGX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : -4.82 vs. OTCGX (-7.64). PMBPX return over 5 years is better than : 31.53 vs. OTCGX (7.08).
OTCGXPMBPXOTCGX / PMBPX
Total Expense Ratio1.780.83214%
Annual Report Gross Expense Ratio1.790.83216%
Fund Existence21 years25 years-
Gain YTD4.5332.922155%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets14.7B32B46%
Annual Yield % from dividends0.000.01-
Returns for 1 year-7.64-4.82158%
Returns for 3 years25.1834.8272%
Returns for 5 years7.0831.5322%
Returns for 10 years81.13106.9976%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
VLUE132.671.20
+0.91%
iShares MSCI USA Value Factor ETF
SCJ92.110.39
+0.42%
iShares MSCI Japan Small-Cap ETF
NVBT36.650.01
+0.04%
AllianzIM U.S. Large Cp Buffer10 Nov ETF
NDMO10.72-0.01
-0.09%
Nuveen Dynamic Municipal Opportunities Fund
QQA53.80-0.06
-0.11%
Invesco QQQ Income Advantage ETF