Interact to see
Advertisement
Advertisement
OTCJX vs PMBMX
OTCJX vs PMBMX Comparison
Open Charts OTCJX vs PMBMX
MFS Mid Cap Growth R4
Price$28.04
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets14.57B
OTCJX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OTCJX vs. PMBMX 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 PMBMX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.3B vs. OTCJX (14.6B). OTCJX (0.00) and PMBMX (0.00) have matching dividends . OTCJX was incepted earlier than PMBMX: OTCJX (21 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than OTCJX (0.79). OTCJX is a more actively managed with annual turnover of: 54.00 vs. PMBMX (10.50). OTCJX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : -0.67 vs. OTCJX (-7.06). PMBMX return over 5 years is better than : 17.54 vs. OTCJX (-5.56).
| OTCJX | PMBMX | OTCJX / PMBMX | |
| Total Expense Ratio | 0.78 | 1.14 | 68% |
| Annual Report Gross Expense Ratio | 0.79 | 1.14 | 69% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 3.545 | 2.626 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 31.3B | 47% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.06 | -0.67 | 1,049% |
| Returns for 3 years | 15.15 | 29.57 | 51% |
| Returns for 5 years | -5.56 | 17.54 | -32% |
| Returns for 10 years | 115.20 | 119.42 | 96% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DXD | 19.61 | 0.33 | +1.71% |
| ProShares UltraShort Dow30 | |||
| DDFL | 20.59 | -0.05 | -0.24% |
| Innovator Eq Dual Drctnl 15 Buf ETF -Jul | |||
| BKIE | 95.29 | -0.46 | -0.48% |
| BNY Mellon International Equity ETF | |||
| MSFU | 39.11 | -1.12 | -2.78% |
| Direxion Daily MSFT Bull 2X Shares | |||
| ARMG | 5.49 | -0.35 | -5.99% |
| Leverage Shares 2X Long Arm Daily ETF | |||