OTCHX
Price
$25.56
Change
-$0.00 (-0.00%)
Updated
Dec 26 closing price
Net Assets
14.44B
PMBJX
Price
$39.62
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
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OTCHX vs PMBJX

Header iconOTCHX vs PMBJX Comparison
Open Charts OTCHX vs PMBJXBanner chart's image
MFS Mid Cap Growth R3
Price$25.56
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets14.44B
Principal MidCap J
Price$39.62
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
OTCHX vs PMBJX Comparison Chart in %
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OTCHX vs. PMBJX commentary
Dec 28, 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 Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.2B vs. OTCHX (14.4B). PMBJX pays higher dividends than OTCHX: PMBJX (0.06) vs OTCHX (0.00). OTCHX was incepted earlier than PMBJX: OTCHX (21 years) vs PMBJX (25 years). OTCHX (1.04) is less costly to investors than PMBJX (0.78). OTCHX is a more actively managed with annual turnover of: 54.00 vs. PMBJX (10.50). OTCHX has a lower initial minimum investment than PMBJX: OTCHX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : -4.84 vs. OTCHX (-11.77). PMBJX return over 5 years is better than : 19.01 vs. OTCHX (-8.81).
OTCHXPMBJXOTCHX / PMBJX
Total Expense Ratio1.030.78132%
Annual Report Gross Expense Ratio1.040.78133%
Fund Existence21 years25 years-
Gain YTD-9.554-2.916328%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.4B31.2B46%
Annual Yield % from dividends0.000.06-
Returns for 1 year-11.77-4.84243%
Returns for 3 years16.9338.4244%
Returns for 5 years-8.8119.01-46%
Returns for 10 years81.1599.7081%
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