OTCIX
Price
$33.62
Change
+$0.27 (+0.81%)
Updated
Jul 25 closing price
Net Assets
15.1B
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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OTCIX vs PMBMX

Header iconOTCIX vs PMBMX Comparison
Open Charts OTCIX vs PMBMXBanner chart's image
MFS Mid Cap Growth I
Price$33.62
Change+$0.27 (+0.81%)
VolumeN/A
Net Assets15.1B
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
OTCIX vs PMBMX Comparison Chart in %
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OTCIX vs. PMBMX commentary
Jul 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 Buy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. OTCIX (15.1B). 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 : 13.04 vs. OTCIX (9.37). PMBMX return over 5 years is better than : 52.44 vs. OTCIX (36.22).
OTCIXPMBMXOTCIX / PMBMX
Total Expense Ratio0.781.1468%
Annual Report Gross Expense Ratio0.791.1469%
Fund Existence29 years25 years-
Gain YTD8.5578.421102%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets15.1B33.2B45%
Annual Yield % from dividends0.000.02-
Returns for 1 year9.3713.0472%
Returns for 3 years38.6447.2782%
Returns for 5 years36.2252.4469%
Returns for 10 years116.9097.42120%
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