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OTCHX vs PMBPX
OTCHX vs PMBPX Comparison
Open Charts OTCHX vs PMBPX
MFS Mid Cap Growth R3
Price$30.57
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets15.17B
OTCHX vs PMBPX Comparison Chart in %
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OTCHX vs. PMBPX commentary
Aug 17, 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 PMBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. OTCHX (15.2B). PMBPX pays higher dividends than OTCHX: PMBPX (0.01) vs OTCHX (0.00). OTCHX was incepted earlier than PMBPX: OTCHX (20 years) vs PMBPX (25 years). OTCHX (1.04) is less costly to investors than PMBPX (0.83). OTCHX is a more actively managed with annual turnover of: 35.00 vs. PMBPX (10.50). OTCHX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 9.12 vs. OTCHX (6.37). PMBPX return over 5 years is better than : 45.20 vs. OTCHX (27.69).
| OTCHX | PMBPX | OTCHX / PMBPX | |
| Total Expense Ratio | 1.03 | 0.83 | 124% |
| Annual Report Gross Expense Ratio | 1.04 | 0.83 | 125% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 8.174 | 5.798 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 32.5B | 47% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 6.37 | 9.12 | 70% |
| Returns for 3 years | 24.42 | 30.75 | 79% |
| Returns for 5 years | 27.69 | 45.20 | 61% |
| Returns for 10 years | 101.25 | 96.67 | 105% |
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