OTCGX
Price
$17.50
Change
-$5.63 (-24.34%)
Updated
Feb 3 closing price
Net Assets
13.93B
PMBPX
Price
$40.41
Change
-$4.79 (-10.60%)
Updated
Feb 3 closing price
Net Assets
30.27B
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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$17.50
Change-$5.63 (-24.34%)
VolumeN/A
Net Assets13.93B
Principal MidCap R5
Price$40.41
Change-$4.79 (-10.60%)
VolumeN/A
Net Assets30.27B
OTCGX vs PMBPX Comparison Chart in %
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OTCGX vs. PMBPX 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. OTCGX (13.9B). OTCGX (0.00) and PMBPX (0.00) have matching dividends . OTCGX was incepted earlier than PMBPX: OTCGX (21 years) vs PMBPX (25 years). OTCGX (1.78) is less costly to investors than PMBPX (0.83). OTCGX is a more actively managed with annual turnover of: 54.00 vs. PMBPX (13.70). PMBPX annual gain was more profitable for investors over the last year : -11.17 vs. OTCGX (-22.33). PMBPX return over 5 years is better than : 12.76 vs. OTCGX (-23.81).
OTCGXPMBPXOTCGX / PMBPX
Total Expense Ratio1.770.83213%
Annual Report Gross Expense Ratio1.780.83214%
Fund Existence21 years25 years-
Gain YTD-1.630-2.93156%
Front LoadN/AN/A-
Min. Initial InvestmentN/A0-
Min. Initial Investment IRAN/AN/A-
Net Assets13.9B30.3B46%
Annual Yield % from dividends0.000.00-
Returns for 1 year-22.33-11.17200%
Returns for 3 years-6.7221.00-32%
Returns for 5 years-23.8112.76-187%
Returns for 10 years62.94119.3953%
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