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OTCHX vs PCBIX
OTCHX vs PCBIX Comparison
Open Charts OTCHX vs PCBIX
MFS Mid Cap Growth R3
Price$30.57
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets15.17B
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
OTCHX vs PCBIX Comparison Chart in %
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OTCHX vs. PCBIX commentary
Aug 17, 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 OTCHX is a Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. OTCHX (15.2B). PCBIX pays higher dividends than OTCHX: PCBIX (0.12) vs OTCHX (0.00). OTCHX was incepted earlier than PCBIX: OTCHX (20 years) vs PCBIX (24 years). OTCHX (1.04) is less costly to investors than PCBIX (0.67). OTCHX is a more actively managed with annual turnover of: 35.00 vs. PCBIX (10.50). OTCHX (0) and PCBIX (0) have matching initial minimum investment requirements. PCBIX annual gain was more profitable for investors over the last year : 9.35 vs. OTCHX (6.37). PCBIX return over 5 years is better than : 46.92 vs. OTCHX (27.69).
| OTCHX | PCBIX | OTCHX / PCBIX | |
| Total Expense Ratio | 1.03 | 0.67 | 154% |
| Annual Report Gross Expense Ratio | 1.04 | 0.67 | 155% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 8.174 | 5.901 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 32.5B | 47% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 6.37 | 9.35 | 68% |
| Returns for 3 years | 24.42 | 31.62 | 77% |
| Returns for 5 years | 27.69 | 46.92 | 59% |
| Returns for 10 years | 101.25 | 101.31 | 100% |
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