OTCHX
Price
$30.64
Change
+$0.25 (+0.82%)
Updated
Jul 25 closing price
Net Assets
15.1B
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$30.64
Change+$0.25 (+0.82%)
VolumeN/A
Net Assets15.1B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
OTCHX vs PMBPX Comparison Chart in %
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OTCHX vs. PMBPX commentary
Jul 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 Buy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. OTCHX (15.1B). 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 : 13.61 vs. OTCHX (8.46). PMBPX return over 5 years is better than : 56.25 vs. OTCHX (33.28).
OTCHXPMBPXOTCHX / PMBPX
Total Expense Ratio1.030.83124%
Annual Report Gross Expense Ratio1.040.83125%
Fund Existence20 years25 years-
Gain YTD8.4228.60698%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets15.1B33.2B45%
Annual Yield % from dividends0.000.01-
Returns for 1 year8.4613.6162%
Returns for 3 years36.7949.3874%
Returns for 5 years33.2856.2559%
Returns for 10 years107.03107.27100%
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