OTCIX
Price
$28.50
Change
-$0.00 (-0.00%)
Updated
Dec 26 closing price
Net Assets
14.44B
PMBMX
Price
$39.51
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.16B
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$28.50
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets14.44B
Principal MidCap R3
Price$39.51
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.16B
OTCIX vs PMBMX Comparison Chart in %
View a ticker or compare two or three
VS
OTCIX vs. PMBMX 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 PMBMX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.2B vs. OTCIX (14.4B). 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: 54.00 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 : -5.30 vs. OTCIX (-10.15). PMBMX return over 5 years is better than : 16.93 vs. OTCIX (-5.44).
OTCIXPMBMXOTCIX / PMBMX
Total Expense Ratio0.781.1468%
Annual Report Gross Expense Ratio0.791.1469%
Fund Existence29 years25 years-
Gain YTD-7.975-3.329240%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets14.4B31.2B46%
Annual Yield % from dividends0.000.02-
Returns for 1 year-10.15-5.30192%
Returns for 3 years20.1536.5355%
Returns for 5 years-5.4416.93-32%
Returns for 10 years94.6795.1599%
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 %
CEE17.300.19
+1.08%
Central and Eastern Europe Fund (The)
EDGE45.51N/A
N/A
MRBL Enhanced Equity ETF
NWLG37.44N/A
N/A
Nuveen Winslow Large-Cap Growth ESG ETF
IGLD26.30-0.07
-0.27%
FT Vest Gold Strategy Trgt Inc ETF
CGMS27.66-0.11
-0.40%
Capital Group U.S. Multi-Sector Inc ETF