OTCIX
Price
$28.50
Change
-$0.00 (-0.00%)
Updated
Dec 26 closing price
Net Assets
14.44B
PMBJX
Price
$39.62
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.16B
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OTCIX vs PMBJX

Header iconOTCIX vs PMBJX Comparison
Open Charts OTCIX vs PMBJXBanner chart's image
MFS Mid Cap Growth I
Price$28.50
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets14.44B
Principal MidCap J
Price$39.62
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.16B
OTCIX vs PMBJX Comparison Chart in %
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OTCIX vs. PMBJX commentary
Dec 27, 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 OTCIX is a Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.2B vs. OTCIX (14.4B). PMBJX pays higher dividends than OTCIX: PMBJX (0.06) vs OTCIX (0.00). OTCIX was incepted earlier than PMBJX: OTCIX (29 years) vs PMBJX (25 years). OTCIX (0.79) and PMBJX (0.78) have similar cost to investors . OTCIX is a more actively managed with annual turnover of: 54.00 vs. PMBJX (10.50). OTCIX has a lower initial minimum investment than PMBJX: OTCIX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : -4.93 vs. OTCIX (-10.15). PMBJX return over 5 years is better than : 18.95 vs. OTCIX (-5.44).
OTCIXPMBJXOTCIX / PMBJX
Total Expense Ratio0.780.78100%
Annual Report Gross Expense Ratio0.790.78101%
Fund Existence29 years25 years-
Gain YTD-7.975-2.965269%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.4B31.2B46%
Annual Yield % from dividends0.000.06-
Returns for 1 year-10.15-4.93206%
Returns for 3 years20.1538.0653%
Returns for 5 years-5.4418.95-29%
Returns for 10 years94.67101.3193%
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