OTCHX
Price
$30.64
Change
+$0.25 (+0.82%)
Updated
Jul 25 closing price
Net Assets
15.1B
PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$30.64
Change+$0.25 (+0.82%)
VolumeN/A
Net Assets15.1B
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
OTCHX vs PMBJX Comparison Chart in %
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OTCHX vs. PMBJX commentary
Jul 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 Buy and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. OTCHX (15.1B). 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 : 13.47 vs. OTCHX (8.46). PMBJX return over 5 years is better than : 55.02 vs. OTCHX (33.28).
OTCHXPMBJXOTCHX / PMBJX
Total Expense Ratio1.030.78132%
Annual Report Gross Expense Ratio1.040.78133%
Fund Existence20 years24 years-
Gain YTD8.4228.65097%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.1B33.2B45%
Annual Yield % from dividends0.000.06-
Returns for 1 year8.4613.4763%
Returns for 3 years36.7948.8875%
Returns for 5 years33.2855.0260%
Returns for 10 years107.03103.26104%
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