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OTCHX vs PMBJX
OTCHX vs PMBJX Comparison
Open Charts OTCHX vs PMBJX
MFS Mid Cap Growth R3
Price$24.65
Change-$6.07 (-19.76%)
VolumeN/A
Net Assets13.93B
OTCHX vs PMBJX Comparison Chart in %
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OTCHX vs. PMBJX 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 OTCHX is a Hold and PMBJX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.3B vs. OTCHX (13.9B). OTCHX (0.00) and PMBJX (0.00) have matching dividends . OTCHX was incepted earlier than PMBJX: OTCHX (21 years) vs PMBJX (25 years). OTCHX (1.03) is less costly to investors than PMBJX (0.78). OTCHX is a more actively managed with annual turnover of: 54.00 vs. PMBJX (13.70). PMBJX annual gain was more profitable for investors over the last year : -11.50 vs. OTCHX (-17.20). PMBJX return over 5 years is better than : 11.44 vs. OTCHX (-13.63).
| OTCHX | PMBJX | OTCHX / PMBJX | |
| Total Expense Ratio | 1.02 | 0.78 | 131% |
| Annual Report Gross Expense Ratio | 1.03 | 0.78 | 132% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | -1.558 | -2.953 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 30.3B | 46% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -17.20 | -11.50 | 150% |
| Returns for 3 years | 3.22 | 20.26 | 16% |
| Returns for 5 years | -13.63 | 11.44 | -119% |
| Returns for 10 years | 99.27 | 114.81 | 86% |
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