OTCHX
Price
$29.00
Change
-$0.73 (-2.46%)
Updated
Nov 13 closing price
Net Assets
14.7B
PMBJX
Price
$41.35
Change
-$0.66 (-1.57%)
Updated
Nov 13 closing price
Net Assets
31.99B
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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$29.00
Change-$0.73 (-2.46%)
VolumeN/A
Net Assets14.7B
Principal MidCap J
Price$41.35
Change-$0.66 (-1.57%)
VolumeN/A
Net Assets31.99B
OTCHX vs PMBJX Comparison Chart in %
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OTCHX vs. PMBJX commentary
Nov 14, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32B vs. OTCHX (14.7B). 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). PMBJX annual gain was more profitable for investors over the last year : -6.79 vs. OTCHX (-7.67). PMBJX return over 5 years is better than : 28.41 vs. OTCHX (12.14).
OTCHXPMBJXOTCHX / PMBJX
Total Expense Ratio1.030.78132%
Annual Report Gross Expense Ratio1.040.78133%
Fund Existence21 years25 years-
Gain YTD2.6191.323198%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.7B32B46%
Annual Yield % from dividends0.000.06-
Returns for 1 year-7.67-6.79113%
Returns for 3 years29.2934.4785%
Returns for 5 years12.1428.4143%
Returns for 10 years102.6697.46105%
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