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OTCJX vs PMBPX
OTCJX vs PMBPX Comparison
Open Charts OTCJX vs PMBPX
MFS Mid Cap Growth R4
Price$32.80
Change+$0.14 (+0.43%)
VolumeN/A
Net Assets15.17B
OTCJX vs PMBPX Comparison Chart in %
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OTCJX vs. PMBPX commentary
Aug 20, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. OTCJX (15.2B). PMBPX pays higher dividends than OTCJX: PMBPX (0.01) vs OTCJX (0.00). OTCJX was incepted earlier than PMBPX: OTCJX (20 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 annual gain was more profitable for investors over the last year : 8.83 vs. OTCJX (7.51). PMBPX return over 5 years is better than : 45.30 vs. OTCJX (29.70).
| OTCJX | PMBPX | OTCJX / PMBPX | |
| Total Expense Ratio | 0.78 | 0.83 | 94% |
| Annual Report Gross Expense Ratio | 0.79 | 0.83 | 95% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 8.789 | 5.637 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 32.5B | 47% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 7.51 | 8.83 | 85% |
| Returns for 3 years | 30.26 | 33.94 | 89% |
| Returns for 5 years | 29.70 | 45.30 | 66% |
| Returns for 10 years | 123.89 | 108.80 | 114% |
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