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OTCJX vs PMBMX
OTCJX vs PMBMX Comparison
Open Charts OTCJX vs PMBMX
MFS Mid Cap Growth R4
Price$26.66
Change-$6.18 (-18.82%)
VolumeN/A
Net Assets13.93B
OTCJX vs PMBMX Comparison Chart in %
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OTCJX vs. PMBMX commentary
Feb 04, 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 StrongBuy and PMBMX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.5B vs. OTCJX (13.9B). 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 (0.78). OTCJX is a more actively managed with annual turnover of: 54.00 vs. PMBMX (13.70). PMBMX annual gain was more profitable for investors over the last year : -11.84 vs. OTCJX (-16.06). PMBMX return over 5 years is better than : 9.56 vs. OTCJX (-11.04).
| OTCJX | PMBMX | OTCJX / PMBMX | |
| Total Expense Ratio | 0.77 | 1.14 | 68% |
| Annual Report Gross Expense Ratio | 0.78 | 1.14 | 68% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | -1.551 | -2.987 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 29.5B | 47% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -16.06 | -11.84 | 136% |
| Returns for 3 years | 5.58 | 18.93 | 30% |
| Returns for 5 years | -11.04 | 9.56 | -116% |
| Returns for 10 years | 109.43 | 108.34 | 101% |
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