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OTCHX vs PMBJX
OTCHX vs PMBJX Comparison
Open Charts OTCHX vs PMBJX
MFS Mid Cap Growth R3
Price$30.60
Change+$0.33 (+1.09%)
VolumeN/A
Net Assets15.58B
OTCHX vs PMBJX Comparison Chart in %
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OTCHX vs. PMBJX commentary
Jul 06, 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 PMBJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. OTCHX (15.6B). PMBJX pays higher dividends than OTCHX: PMBJX (0.06) vs OTCHX (0.00). OTCHX was incepted earlier than PMBJX: OTCHX (20 years) vs PMBJX (24 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). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. OTCHX (6.69). PMBJX return over 5 years is better than : 58.39 vs. OTCHX (37.16).
| OTCHX | PMBJX | OTCHX / PMBJX | |
| Total Expense Ratio | 1.03 | 0.78 | 132% |
| Annual Report Gross Expense Ratio | 1.04 | 0.78 | 133% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 8.280 | 7.057 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6B | 32.3B | 48% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 6.69 | 15.26 | 44% |
| Returns for 3 years | 41.86 | 51.79 | 81% |
| Returns for 5 years | 37.16 | 58.39 | 64% |
| Returns for 10 years | 108.73 | 100.46 | 108% |
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