OTCJX
Price
$32.68
Change
+$0.35 (+1.08%)
Updated
Jul 3 closing price
Net Assets
15.58B
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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OTCJX vs PMBMX

Header iconOTCJX vs PMBMX Comparison
Open Charts OTCJX vs PMBMXBanner chart's image
MFS Mid Cap Growth R4
Price$32.68
Change+$0.35 (+1.08%)
VolumeN/A
Net Assets15.58B
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
OTCJX vs PMBMX Comparison Chart in %
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OTCJX vs. PMBMX 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 OTCJX is a Buy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. OTCJX (15.6B). PMBMX pays higher dividends than OTCJX: PMBMX (0.02) vs OTCJX (0.00). OTCJX was incepted earlier than PMBMX: OTCJX (20 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: 35.00 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 : 14.80 vs. OTCJX (7.43). PMBMX return over 5 years is better than : 55.71 vs. OTCJX (39.78).
OTCJXPMBMXOTCJX / PMBMX
Total Expense Ratio0.781.1468%
Annual Report Gross Expense Ratio0.791.1469%
Fund Existence20 years25 years-
Gain YTD8.3916.854122%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets15.6B32.3B48%
Annual Yield % from dividends0.000.02-
Returns for 1 year7.4314.8050%
Returns for 3 years43.5250.1987%
Returns for 5 years39.7855.7171%
Returns for 10 years117.0094.74123%
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