OTCIX
Price
$27.49
Change
-$6.24 (-18.50%)
Updated
Feb 3 closing price
Net Assets
13.93B
PMBPX
Price
$40.41
Change
-$4.79 (-10.60%)
Updated
Feb 3 closing price
Net Assets
30.27B
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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$27.49
Change-$6.24 (-18.50%)
VolumeN/A
Net Assets13.93B
Principal MidCap R5
Price$40.41
Change-$4.79 (-10.60%)
VolumeN/A
Net Assets30.27B
OTCIX vs PMBPX Comparison Chart in %
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OTCIX vs. PMBPX commentary
Feb 05, 2026

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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. OTCIX (13.9B). OTCIX (0.00) and PMBPX (0.00) have matching dividends . OTCIX was incepted earlier than PMBPX: OTCIX (29 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than OTCIX (0.78). OTCIX is a more actively managed with annual turnover of: 54.00 vs. PMBPX (13.70). PMBPX annual gain was more profitable for investors over the last year : -11.17 vs. OTCIX (-15.75). PMBPX return over 5 years is better than : 12.76 vs. OTCIX (-10.46).
OTCIXPMBPXOTCIX / PMBPX
Total Expense Ratio0.770.8393%
Annual Report Gross Expense Ratio0.780.8394%
Fund Existence29 years25 years-
Gain YTD-1.575-2.93154%
Front LoadN/AN/A-
Min. Initial InvestmentN/A0-
Min. Initial Investment IRAN/AN/A-
Net Assets13.9B30.3B46%
Annual Yield % from dividends0.000.00-
Returns for 1 year-15.75-11.17141%
Returns for 3 years6.1821.0029%
Returns for 5 years-10.4612.76-82%
Returns for 10 years111.62119.3993%
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