Interact to see
Advertisement
Advertisement
OTCIX vs PMBJX
OTCIX vs PMBJX Comparison
Open Charts OTCIX vs PMBJX
MFS Mid Cap Growth I
Price$27.49
Change-$6.24 (-18.50%)
VolumeN/A
Net Assets13.93B
OTCIX vs PMBJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OTCIX vs. PMBJX commentary
Feb 05, 2026
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.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.3B vs. OTCIX (13.9B). OTCIX (0.00) and PMBJX (0.00) have matching dividends . OTCIX was incepted earlier than PMBJX: OTCIX (29 years) vs PMBJX (25 years). OTCIX (0.78) and PMBJX (0.78) have similar cost to investors . OTCIX is a more actively managed with annual turnover of: 54.00 vs. PMBJX (13.70). PMBJX annual gain was more profitable for investors over the last year : -11.50 vs. OTCIX (-15.75). PMBJX return over 5 years is better than : 11.44 vs. OTCIX (-10.46).
| OTCIX | PMBJX | OTCIX / PMBJX | |
| Total Expense Ratio | 0.77 | 0.78 | 99% |
| Annual Report Gross Expense Ratio | 0.78 | 0.78 | 100% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | -1.575 | -2.953 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 30.3B | 46% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -15.75 | -11.50 | 137% |
| Returns for 3 years | 6.18 | 20.26 | 30% |
| Returns for 5 years | -10.46 | 11.44 | -91% |
| Returns for 10 years | 111.62 | 114.81 | 97% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers