Interact to see
Advertisement
Advertisement
OTCHX vs PMBMX
OTCHX vs PMBMX Comparison
Open Charts OTCHX vs PMBMX
MFS Mid Cap Growth R3
Price$24.65
Change-$6.07 (-19.76%)
VolumeN/A
Net Assets13.93B
OTCHX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OTCHX vs. PMBMX commentary
Feb 04, 2026
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 PMBMX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.5B vs. OTCHX (13.9B). OTCHX (0.00) and PMBMX (0.00) have matching dividends . OTCHX was incepted earlier than PMBMX: OTCHX (21 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than OTCHX (1.03). OTCHX is a more actively managed with annual turnover of: 54.00 vs. PMBMX (13.70). PMBMX annual gain was more profitable for investors over the last year : -11.84 vs. OTCHX (-17.20). PMBMX return over 5 years is better than : 9.56 vs. OTCHX (-13.63).
| OTCHX | PMBMX | OTCHX / PMBMX | |
| Total Expense Ratio | 1.02 | 1.14 | 89% |
| Annual Report Gross Expense Ratio | 1.03 | 1.14 | 90% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | -1.558 | -2.987 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 29.5B | 47% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -17.20 | -11.84 | 145% |
| Returns for 3 years | 3.22 | 18.93 | 17% |
| Returns for 5 years | -13.63 | 9.56 | -143% |
| Returns for 10 years | 99.27 | 108.34 | 92% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| URNM | 76.45 | 4.75 | +6.62% |
| Sprott Uranium Miners ETF | |||
| FPXE | 32.68 | 0.26 | +0.81% |
| First Trust IPOX Europe Equity Opps ETF | |||
| FLMB | 23.88 | 0.02 | +0.06% |
| Franklin Municipal Green Bond ETF | |||
| SIZE | 164.89 | -0.87 | -0.52% |
| iShares MSCI USA Size Factor ETF | |||
| GLXU | 9.00 | -4.64 | -34.02% |
| T-REX 2X Long GLXY Daily Target ETF | |||