OTCIX
Price
$33.55
Change
+$0.02 (+0.06%)
Updated
Aug 15 closing price
Net Assets
15.17B
PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.48B
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OTCIX vs PMBPX

Header iconOTCIX vs PMBPX Comparison
Open Charts OTCIX vs PMBPXBanner chart's image
MFS Mid Cap Growth I
Price$33.55
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets15.17B
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.48B
OTCIX vs PMBPX Comparison Chart in %
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OTCIX vs. PMBPX commentary
Aug 18, 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. OTCIX (15.2B). PMBPX pays higher dividends than OTCIX: PMBPX (0.01) vs OTCIX (0.00). OTCIX was incepted earlier than PMBPX: OTCIX (29 years) vs PMBPX (25 years). PMBPX (0.83) and OTCIX (0.79) have similar cost to investors . OTCIX is a more actively managed with annual turnover of: 35.00 vs. PMBPX (10.50). OTCIX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 9.12 vs. OTCIX (7.26). PMBPX return over 5 years is better than : 45.20 vs. OTCIX (30.49).
OTCIXPMBPXOTCIX / PMBPX
Total Expense Ratio0.780.8394%
Annual Report Gross Expense Ratio0.790.8395%
Fund Existence29 years25 years-
Gain YTD8.3315.798144%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets15.2B32.5B47%
Annual Yield % from dividends0.000.01-
Returns for 1 year7.269.1280%
Returns for 3 years26.0830.7585%
Returns for 5 years30.4945.2067%
Returns for 10 years110.8796.67115%
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