OTCJX
Price
$31.45
Change
-$0.01 (-0.03%)
Updated
Dec 2 closing price
Net Assets
14.43B
PMBPX
Price
$44.05
Change
-$0.19 (-0.43%)
Updated
Dec 2 closing price
Net Assets
31.51B
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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$31.45
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets14.43B
Principal MidCap R5
Price$44.05
Change-$0.19 (-0.43%)
VolumeN/A
Net Assets31.51B
OTCJX vs PMBPX Comparison Chart in %
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OTCJX vs. PMBPX commentary
Dec 04, 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.5B vs. OTCJX (14.4B). 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. PMBPX (-7.88) and OTCJX (-8.09) have marching annual gain over last year. PMBPX return over 5 years is better than : 27.10 vs. OTCJX (12.96).
OTCJXPMBPXOTCJX / PMBPX
Total Expense Ratio0.780.8394%
Annual Report Gross Expense Ratio0.790.8395%
Fund Existence21 years25 years-
Gain YTD4.3451.795242%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets14.4B31.5B46%
Annual Yield % from dividends0.000.01-
Returns for 1 year-8.09-7.88103%
Returns for 3 years27.4732.1585%
Returns for 5 years12.9627.1048%
Returns for 10 years109.0496.85113%
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