OTCHX
Price
$25.56
Change
-$0.00 (-0.00%)
Updated
Dec 26 closing price
Net Assets
14.44B
PMBPX
Price
$42.35
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
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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$25.56
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets14.44B
Principal MidCap R5
Price$42.35
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
OTCHX vs PMBPX Comparison Chart in %
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OTCHX vs. PMBPX 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.2B vs. OTCHX (14.4B). 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: 54.00 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 : -4.50 vs. OTCHX (-11.77). PMBPX return over 5 years is better than : 20.39 vs. OTCHX (-8.81).
OTCHXPMBPXOTCHX / PMBPX
Total Expense Ratio1.030.83124%
Annual Report Gross Expense Ratio1.040.83125%
Fund Existence21 years25 years-
Gain YTD-9.554-2.554374%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets14.4B31.2B46%
Annual Yield % from dividends0.000.01-
Returns for 1 year-11.77-4.50261%
Returns for 3 years16.9339.2343%
Returns for 5 years-8.8120.39-43%
Returns for 10 years81.15103.8578%
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