OTCIX
Price
$33.62
Change
+$0.27 (+0.81%)
Updated
Jul 25 closing price
Net Assets
15.1B
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$33.62
Change+$0.27 (+0.81%)
VolumeN/A
Net Assets15.1B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
OTCIX vs PMBPX Comparison Chart in %
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OTCIX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. OTCIX (15.1B). 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 : 13.61 vs. OTCIX (9.37). PMBPX return over 5 years is better than : 56.25 vs. OTCIX (36.22).
OTCIXPMBPXOTCIX / PMBPX
Total Expense Ratio0.780.8394%
Annual Report Gross Expense Ratio0.790.8395%
Fund Existence29 years25 years-
Gain YTD8.5578.60699%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets15.1B33.2B45%
Annual Yield % from dividends0.000.01-
Returns for 1 year9.3713.6169%
Returns for 3 years38.6449.3878%
Returns for 5 years36.2256.2564%
Returns for 10 years116.90107.27109%
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