OTCGX
Price
$22.12
Change
-$0.28 (-1.25%)
Updated
Jun 13 closing price
Net Assets
15.05B
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$22.12
Change-$0.28 (-1.25%)
VolumeN/A
Net Assets15.05B
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
OTCGX vs PMBPX Comparison Chart
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OTCGX vs. PMBPX commentary
Jun 16, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. OTCGX (15B). PMBPX pays higher dividends than OTCGX: PMBPX (0.01) vs OTCGX (0.00). OTCGX was incepted earlier than PMBPX: OTCGX (20 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 : 10.26 vs. OTCGX (-0.05). PMBPX return over 5 years is better than : 54.31 vs. OTCGX (28.23).
OTCGXPMBPXOTCGX / PMBPX
Total Expense Ratio1.780.83214%
Annual Report Gross Expense Ratio1.790.83216%
Fund Existence20 years25 years-
Gain YTD3.3641.933174%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets15B30.6B49%
Annual Yield % from dividends0.000.01-
Returns for 1 year-0.0510.26-0%
Returns for 3 years34.1449.5269%
Returns for 5 years28.2354.3152%
Returns for 10 years71.0892.6877%
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