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OTCHX vs PMBMX
OTCHX vs PMBMX Comparison
Open Charts OTCHX vs PMBMX
MFS Mid Cap Growth R3
Price$30.60
Change+$0.33 (+1.09%)
VolumeN/A
Net Assets15.58B
OTCHX vs PMBMX Comparison Chart in %
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OTCHX vs. PMBMX 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 PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. OTCHX (15.6B). PMBMX pays higher dividends than OTCHX: PMBMX (0.02) vs OTCHX (0.00). OTCHX was incepted earlier than PMBMX: OTCHX (20 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than OTCHX (1.04). OTCHX is a more actively managed with annual turnover of: 35.00 vs. PMBMX (10.50). OTCHX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. OTCHX (6.69). PMBMX return over 5 years is better than : 55.71 vs. OTCHX (37.16).
| OTCHX | PMBMX | OTCHX / PMBMX | |
| Total Expense Ratio | 1.03 | 1.14 | 90% |
| Annual Report Gross Expense Ratio | 1.04 | 1.14 | 91% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 8.280 | 6.854 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6B | 32.3B | 48% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 6.69 | 14.80 | 45% |
| Returns for 3 years | 41.86 | 50.19 | 83% |
| Returns for 5 years | 37.16 | 55.71 | 67% |
| Returns for 10 years | 108.73 | 94.74 | 115% |
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