OTCJX
Price
$32.80
Change
+$0.23 (+0.71%)
Updated
Sep 26 closing price
Net Assets
15.3B
PMBPX
Price
$45.82
Change
+$0.34 (+0.75%)
Updated
Sep 26 closing price
Net Assets
33.04B
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OTCJX vs PMBPX

Header iconOTCJX vs PMBPX Comparison
Open Charts OTCJX vs PMBPXBanner chart's image
MFS Mid Cap Growth R4
Price$32.80
Change+$0.23 (+0.71%)
VolumeN/A
Net Assets15.3B
Principal MidCap R5
Price$45.82
Change+$0.34 (+0.75%)
VolumeN/A
Net Assets33.04B
OTCJX vs PMBPX Comparison Chart in %
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OTCJX vs. PMBPX commentary
Sep 28, 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. OTCJX (15.3B). PMBPX pays higher dividends than OTCJX: PMBPX (0.01) vs OTCJX (0.00). OTCJX was incepted earlier than PMBPX: OTCJX (21 years) vs PMBPX (25 years). PMBPX (0.83) and OTCJX (0.79) have similar cost to investors . OTCJX is a more actively managed with annual turnover of: 35.00 vs. PMBPX (10.50). OTCJX (0) and PMBPX (0) have matching initial minimum investment requirements. OTCJX annual gain was more profitable for investors over the last year : 3.31 vs. PMBPX (2.56). PMBPX return over 5 years is better than : 48.73 vs. OTCJX (30.16).
OTCJXPMBPXOTCJX / PMBPX
Total Expense Ratio0.780.8394%
Annual Report Gross Expense Ratio0.790.8395%
Fund Existence21 years25 years-
Gain YTD8.7895.430162%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets15.3B33B46%
Annual Yield % from dividends0.000.01-
Returns for 1 year3.312.56129%
Returns for 3 years51.9256.2392%
Returns for 5 years30.1648.7362%
Returns for 10 years138.03123.12112%
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