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OTCHX vs PMBPX
OTCHX vs PMBPX Comparison
Open Charts OTCHX vs PMBPX
MFS Mid Cap Growth R3
Price$29.60
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets14.51B
OTCHX vs PMBPX Comparison Chart in %
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OTCHX vs. PMBPX commentary
Dec 04, 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 StrongBuy and PMBPX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.6B vs. OTCHX (14.5B). PMBPX pays higher dividends than OTCHX: PMBPX (0.01) vs OTCHX (0.00). OTCHX was incepted earlier than PMBPX: OTCHX (21 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 : -7.88 vs. OTCHX (-8.75). PMBPX return over 5 years is better than : 27.10 vs. OTCHX (10.85).
| OTCHX | PMBPX | OTCHX / PMBPX | |
| Total Expense Ratio | 1.03 | 0.83 | 124% |
| Annual Report Gross Expense Ratio | 1.04 | 0.83 | 125% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 4.105 | 1.795 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5B | 31.6B | 46% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | -8.75 | -7.88 | 111% |
| Returns for 3 years | 26.00 | 32.15 | 81% |
| Returns for 5 years | 10.85 | 27.10 | 40% |
| Returns for 10 years | 101.09 | 96.85 | 104% |
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