OTCIX
Price
$31.85
Change
-$0.80 (-2.45%)
Updated
Nov 13 closing price
Net Assets
14.7B
PMBPX
Price
$44.03
Change
-$0.70 (-1.56%)
Updated
Nov 13 closing price
Net Assets
31.99B
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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$31.85
Change-$0.80 (-2.45%)
VolumeN/A
Net Assets14.7B
Principal MidCap R5
Price$44.03
Change-$0.70 (-1.56%)
VolumeN/A
Net Assets31.99B
OTCIX vs PMBPX Comparison Chart in %
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OTCIX vs. PMBPX commentary
Nov 14, 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 StrongBuy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32B vs. OTCIX (14.7B). 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. OTCIX annual gain was more profitable for investors over the last year : -4.06 vs. PMBPX (-4.82). PMBPX return over 5 years is better than : 31.53 vs. OTCIX (17.53).
OTCIXPMBPXOTCIX / PMBPX
Total Expense Ratio0.780.8394%
Annual Report Gross Expense Ratio0.790.8395%
Fund Existence29 years25 years-
Gain YTD5.4252.922186%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets14.7B32B46%
Annual Yield % from dividends0.000.01-
Returns for 1 year-4.06-4.8284%
Returns for 3 years32.6734.8294%
Returns for 5 years17.5331.5356%
Returns for 10 years120.31106.99112%
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