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OTCHX vs PCBIX
OTCHX vs PCBIX Comparison
Open Charts OTCHX vs PCBIX
MFS Mid Cap Growth R3
Price$30.95
Change+$0.20 (+0.65%)
VolumeN/A
Net Assets15.38B
Principal MidCap Institutional
Price$47.75
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets33.05B
OTCHX vs PCBIX Comparison Chart in %
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OTCHX vs. PCBIX commentary
Sep 08, 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: 33B vs. OTCHX (15.4B). PCBIX pays higher dividends than OTCHX: PCBIX (0.12) vs OTCHX (0.00). OTCHX was incepted earlier than PCBIX: OTCHX (20 years) vs PCBIX (25 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 (9.41) and OTCHX (9.13) have marching annual gain over last year. PCBIX return over 5 years is better than : 49.14 vs. OTCHX (30.98).
| 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 | 25 years | - |
| Gain YTD | 9.519 | 7.135 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4B | 33B | 47% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 9.13 | 9.41 | 97% |
| Returns for 3 years | 39.54 | 47.03 | 84% |
| Returns for 5 years | 30.98 | 49.14 | 63% |
| Returns for 10 years | 115.23 | 116.70 | 99% |
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