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OTCHX vs PMBMX
OTCHX vs PMBMX Comparison
Open Charts OTCHX vs PMBMX
MFS Mid Cap Growth R3
Price$25.56
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets14.44B
OTCHX vs PMBMX Comparison Chart in %
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OTCHX vs. PMBMX commentary
Dec 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 Hold and PMBMX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.2B vs. OTCHX (14.4B). PMBMX pays higher dividends than OTCHX: PMBMX (0.02) vs OTCHX (0.00). OTCHX was incepted earlier than PMBMX: OTCHX (21 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: 54.00 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 : -5.21 vs. OTCHX (-11.77). PMBMX return over 5 years is better than : 16.99 vs. OTCHX (-8.81).
| OTCHX | PMBMX | OTCHX / PMBMX | |
| Total Expense Ratio | 1.03 | 1.14 | 90% |
| Annual Report Gross Expense Ratio | 1.04 | 1.14 | 91% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | -9.554 | -3.280 | 291% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 31.2B | 46% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -11.77 | -5.21 | 226% |
| Returns for 3 years | 16.93 | 36.89 | 46% |
| Returns for 5 years | -8.81 | 16.99 | -52% |
| Returns for 10 years | 81.15 | 93.63 | 87% |
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