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OTCJX vs PMBMX
OTCJX vs PMBMX Comparison
Open Charts OTCJX vs PMBMX
MFS Mid Cap Growth R4
Price$27.36
Change-$0.47 (-1.69%)
VolumeN/A
Net Assets14.56B
OTCJX vs PMBMX Comparison Chart in %
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OTCJX vs. PMBMX commentary
Dec 14, 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 StrongBuy and PMBMX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.8B vs. OTCJX (14.6B). PMBMX pays higher dividends than OTCJX: PMBMX (0.02) vs OTCJX (0.00). 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 : -11.67 vs. OTCJX (-12.68). PMBMX return over 5 years is better than : 18.62 vs. OTCJX (-0.71).
| 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 | -7.695 | -3.647 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 29.8B | 49% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -12.68 | -11.67 | 109% |
| Returns for 3 years | 15.77 | 26.96 | 58% |
| Returns for 5 years | -0.71 | 18.62 | -4% |
| Returns for 10 years | 92.06 | 86.14 | 107% |
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