OTCIX
Price
$33.57
Change
+$0.36 (+1.08%)
Updated
Jul 3 closing price
Net Assets
15.58B
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
Interact to see
Advertisement

OTCIX vs PMBMX

Header iconOTCIX vs PMBMX Comparison
Open Charts OTCIX vs PMBMXBanner chart's image
MFS Mid Cap Growth I
Price$33.57
Change+$0.36 (+1.08%)
VolumeN/A
Net Assets15.58B
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
OTCIX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
OTCIX vs. PMBMX commentary
Jul 07, 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 Buy and PMBMX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. OTCIX (15.6B). PMBMX pays higher dividends than OTCIX: PMBMX (0.02) vs OTCIX (0.00). OTCIX was incepted earlier than PMBMX: OTCIX (29 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than OTCIX (0.79). OTCIX is a more actively managed with annual turnover of: 35.00 vs. PMBMX (10.50). OTCIX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. OTCIX (7.60). PMBMX return over 5 years is better than : 55.71 vs. OTCIX (40.17).
OTCIXPMBMXOTCIX / PMBMX
Total Expense Ratio0.781.1468%
Annual Report Gross Expense Ratio0.791.1469%
Fund Existence29 years25 years-
Gain YTD8.3956.854122%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets15.6B32.3B48%
Annual Yield % from dividends0.000.02-
Returns for 1 year7.6014.8051%
Returns for 3 years43.7750.1987%
Returns for 5 years40.1755.7172%
Returns for 10 years118.5594.74125%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
DGRW85.220.51
+0.61%
WisdomTree US Quality Dividend Gr ETF
GVLU24.800.09
+0.36%
Gotham 1000 Value ETF
ABLD29.08N/A
N/A
Abacus FCF Real Assets Leaders ETF
THQ18.40-0.03
-0.16%
abrdn Healthcare Opportunities Fund
KTEC15.85-0.08
-0.50%
KraneShares Hang Seng TECH ETF