OTCJX
Price
$28.04
Change
+$0.06 (+0.21%)
Updated
Jan 13 closing price
Net Assets
14.57B
PMBJX
Price
$39.98
Change
-$0.24 (-0.60%)
Updated
Jan 13 closing price
Net Assets
31.55B
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OTCJX vs PMBJX

Header iconOTCJX vs PMBJX Comparison
Open Charts OTCJX vs PMBJXBanner chart's image
MFS Mid Cap Growth R4
Price$28.04
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets14.57B
Principal MidCap J
Price$39.98
Change-$0.24 (-0.60%)
VolumeN/A
Net Assets31.55B
OTCJX vs PMBJX Comparison Chart in %
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OTCJX vs. PMBJX commentary
Jan 15, 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 OTCJX is a Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.6B vs. OTCJX (14.6B). OTCJX (0.00) and PMBJX (0.00) have matching dividends . OTCJX was incepted earlier than PMBJX: OTCJX (21 years) vs PMBJX (25 years). OTCJX (0.79) and PMBJX (0.78) have similar cost to investors . OTCJX is a more actively managed with annual turnover of: 54.00 vs. PMBJX (10.50). OTCJX has a lower initial minimum investment than PMBJX: OTCJX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : -0.30 vs. OTCJX (-7.06). PMBJX return over 5 years is better than : 19.59 vs. OTCJX (-5.56).
OTCJXPMBJXOTCJX / PMBJX
Total Expense Ratio0.780.78100%
Annual Report Gross Expense Ratio0.790.78101%
Fund Existence21 years25 years-
Gain YTD3.5452.644134%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.6B31.6B46%
Annual Yield % from dividends0.000.00-
Returns for 1 year-7.06-0.302,359%
Returns for 3 years15.1531.0349%
Returns for 5 years-5.5619.59-28%
Returns for 10 years115.20126.3191%
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