OTCGX
Price
$22.26
Change
+$0.14 (+0.63%)
Updated
Dec 3 closing price
Net Assets
14.51B
PMBPX
Price
$44.40
Change
+$0.35 (+0.79%)
Updated
Dec 3 closing price
Net Assets
31.57B
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OTCGX vs PMBPX

Header iconOTCGX vs PMBPX Comparison
Open Charts OTCGX vs PMBPXBanner chart's image
MFS Mid Cap Growth R1
Price$22.26
Change+$0.14 (+0.63%)
VolumeN/A
Net Assets14.51B
Principal MidCap R5
Price$44.40
Change+$0.35 (+0.79%)
VolumeN/A
Net Assets31.57B
OTCGX vs PMBPX Comparison Chart in %
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OTCGX vs. PMBPX commentary
Dec 04, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.6B vs. OTCGX (14.5B). 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 : -7.88 vs. OTCGX (-11.37). PMBPX return over 5 years is better than : 27.10 vs. OTCGX (3.27).
OTCGXPMBPXOTCGX / PMBPX
Total Expense Ratio1.780.83214%
Annual Report Gross Expense Ratio1.790.83216%
Fund Existence21 years25 years-
Gain YTD3.4111.795190%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets14.5B31.6B46%
Annual Yield % from dividends0.000.01-
Returns for 1 year-11.37-7.88144%
Returns for 3 years20.5332.1564%
Returns for 5 years3.2727.1012%
Returns for 10 years73.1696.8576%
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