OTCHX
Price
$30.60
Change
+$0.33 (+1.09%)
Updated
Jul 3 closing price
Net Assets
15.58B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$30.60
Change+$0.33 (+1.09%)
VolumeN/A
Net Assets15.58B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
OTCHX vs PMBPX Comparison Chart in %
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OTCHX vs. PMBPX commentary
Jul 06, 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.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. OTCHX (15.6B). 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 : 15.41 vs. OTCHX (6.69). PMBPX return over 5 years is better than : 59.60 vs. OTCHX (37.16).
OTCHXPMBPXOTCHX / PMBPX
Total Expense Ratio1.030.83124%
Annual Report Gross Expense Ratio1.040.83125%
Fund Existence20 years25 years-
Gain YTD8.2807.041118%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets15.6B32.3B48%
Annual Yield % from dividends0.000.01-
Returns for 1 year6.6915.4143%
Returns for 3 years41.8652.3980%
Returns for 5 years37.1659.6062%
Returns for 10 years108.73104.46104%
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