OTCHX
Price
$30.49
Change
+$0.29 (+0.96%)
Updated
Oct 20 closing price
Net Assets
14.99B
PMBJX
Price
$42.12
Change
+$0.37 (+0.89%)
Updated
Oct 20 closing price
Net Assets
31.93B
Interact to see
Advertisement

OTCHX vs PMBJX

Header iconOTCHX vs PMBJX Comparison
Open Charts OTCHX vs PMBJXBanner chart's image
MFS Mid Cap Growth R3
Price$30.49
Change+$0.29 (+0.96%)
VolumeN/A
Net Assets14.99B
Principal MidCap J
Price$42.12
Change+$0.37 (+0.89%)
VolumeN/A
Net Assets31.93B
OTCHX vs PMBJX Comparison Chart in %
View a ticker or compare two or three
VS
OTCHX vs. PMBJX commentary
Oct 21, 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 StrongBuy and PMBJX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.9B vs. OTCHX (15B). 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: 35.00 vs. PMBJX (10.50). OTCHX has a lower initial minimum investment than PMBJX: OTCHX (0) vs PMBJX (1000). OTCHX annual gain was more profitable for investors over the last year : 0.40 vs. PMBJX (-2.46). PMBJX return over 5 years is better than : 38.36 vs. OTCHX (20.42).
OTCHXPMBJXOTCHX / PMBJX
Total Expense Ratio1.030.78132%
Annual Report Gross Expense Ratio1.040.78133%
Fund Existence21 years25 years-
Gain YTD7.8913.210246%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets15B31.9B47%
Annual Yield % from dividends0.000.06-
Returns for 1 year0.40-2.46-16%
Returns for 3 years48.3052.1593%
Returns for 5 years20.4238.3653%
Returns for 10 years113.2298.87115%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
ROSC44.860.62
+1.40%
Hartford Multifactor Small Cap ETF
SCHE33.910.39
+1.16%
Schwab Emerging Markets Equity ETF™
CGCV30.270.24
+0.80%
Capital Group Conservative Equity ETF
UFEB35.950.22
+0.62%
Innovator US Equity Ultra Bffr ETF™ Feb
STK36.700.04
+0.11%
Columbia Seligman Premium Technology Growth Fund