OTCIX
Price
$33.57
Change
+$0.36 (+1.08%)
Updated
Jul 3 closing price
Net Assets
15.58B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$33.57
Change+$0.36 (+1.08%)
VolumeN/A
Net Assets15.58B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
OTCIX vs PMBPX Comparison Chart in %
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OTCIX vs. PMBPX commentary
Jul 07, 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: 32.3B vs. OTCIX (15.6B). 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 : 15.41 vs. OTCIX (7.60). PMBPX return over 5 years is better than : 59.60 vs. OTCIX (40.17).
OTCIXPMBPXOTCIX / PMBPX
Total Expense Ratio0.780.8394%
Annual Report Gross Expense Ratio0.790.8395%
Fund Existence29 years25 years-
Gain YTD8.3957.041119%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets15.6B32.3B48%
Annual Yield % from dividends0.000.01-
Returns for 1 year7.6015.4149%
Returns for 3 years43.7752.3984%
Returns for 5 years40.1759.6067%
Returns for 10 years118.55104.46113%
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