OTCHX
Price
$29.31
Change
-$0.37 (-1.25%)
Updated
Jun 13 closing price
Net Assets
15.05B
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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OTCHX vs PMBPX

Header iconOTCHX vs PMBPX Comparison
Open Charts OTCHX vs PMBPXBanner chart's image
MFS Mid Cap Growth R3
Price$29.31
Change-$0.37 (-1.25%)
VolumeN/A
Net Assets15.05B
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
OTCHX vs PMBPX Comparison Chart
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OTCHX vs. PMBPX commentary
Jun 15, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. OTCHX (15B). 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 : 10.26 vs. OTCHX (2.99). PMBPX return over 5 years is better than : 54.31 vs. OTCHX (37.67).
OTCHXPMBPXOTCHX / PMBPX
Total Expense Ratio1.030.83124%
Annual Report Gross Expense Ratio1.040.83125%
Fund Existence20 years25 years-
Gain YTD3.7151.933192%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets15B30.6B49%
Annual Yield % from dividends0.000.01-
Returns for 1 year2.9910.2629%
Returns for 3 years40.2449.5281%
Returns for 5 years37.6754.3169%
Returns for 10 years98.7192.68107%
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