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OTCJX vs PCBIX
OTCJX vs PCBIX Comparison
Open Charts OTCJX vs PCBIX
MFS Mid Cap Growth R4
Price$32.80
Change+$0.14 (+0.43%)
VolumeN/A
Net Assets15.17B
Principal MidCap Institutional
Price$47.13
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets32.48B
OTCJX vs PCBIX Comparison Chart in %
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OTCJX vs. PCBIX commentary
Aug 20, 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 OTCJX is a Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. OTCJX (15.2B). PCBIX pays higher dividends than OTCJX: PCBIX (0.12) vs OTCJX (0.00). OTCJX was incepted earlier than PCBIX: OTCJX (20 years) vs PCBIX (24 years). OTCJX (0.79) is less costly to investors than PCBIX (0.67). OTCJX is a more actively managed with annual turnover of: 35.00 vs. PCBIX (10.50). OTCJX (0) and PCBIX (0) have matching initial minimum investment requirements. PCBIX annual gain was more profitable for investors over the last year : 9.06 vs. OTCJX (7.51). PCBIX return over 5 years is better than : 47.02 vs. OTCJX (29.70).
| OTCJX | PCBIX | OTCJX / PCBIX | |
| Total Expense Ratio | 0.78 | 0.67 | 116% |
| Annual Report Gross Expense Ratio | 0.79 | 0.67 | 118% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 8.789 | 5.744 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 32.5B | 47% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 7.51 | 9.06 | 83% |
| Returns for 3 years | 30.26 | 34.84 | 87% |
| Returns for 5 years | 29.70 | 47.02 | 63% |
| Returns for 10 years | 123.89 | 113.70 | 109% |
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