OTCJX
Price
$31.01
Change
-$0.78 (-2.45%)
Updated
Nov 13 closing price
Net Assets
14.7B
PMBMX
Price
$41.26
Change
-$0.65 (-1.55%)
Updated
Nov 13 closing price
Net Assets
31.99B
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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$31.01
Change-$0.78 (-2.45%)
VolumeN/A
Net Assets14.7B
Principal MidCap R3
Price$41.26
Change-$0.65 (-1.55%)
VolumeN/A
Net Assets31.99B
OTCJX vs PMBMX Comparison Chart in %
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OTCJX vs. PMBMX commentary
Nov 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32B vs. OTCJX (14.7B). 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: 35.00 vs. PMBMX (10.50). OTCJX (0) and PMBMX (0) have matching initial minimum investment requirements. OTCJX annual gain was more profitable for investors over the last year : -4.19 vs. PMBMX (-5.35). PMBMX return over 5 years is better than : 28.27 vs. OTCJX (17.22).
OTCJXPMBMXOTCJX / PMBMX
Total Expense Ratio0.781.1468%
Annual Report Gross Expense Ratio0.791.1469%
Fund Existence21 years25 years-
Gain YTD5.4392.595210%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets14.7B32B46%
Annual Yield % from dividends0.000.02-
Returns for 1 year-4.19-5.3578%
Returns for 3 years32.4632.8299%
Returns for 5 years17.2228.2761%
Returns for 10 years118.6496.99122%
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