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OTCJX vs PMBPX
OTCJX vs PMBPX Comparison
Open Charts OTCJX vs PMBPX
MFS Mid Cap Growth R4
Price$27.64
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets14.44B
OTCJX vs PMBPX Comparison Chart in %
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OTCJX vs. PMBPX commentary
Dec 29, 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 Hold and PMBPX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.2B 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: 54.00 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 : -4.50 vs. OTCJX (-10.58). PMBPX return over 5 years is better than : 20.39 vs. OTCJX (-6.05).
| OTCJX | PMBPX | OTCJX / PMBPX | |
| Total Expense Ratio | 0.78 | 0.83 | 94% |
| Annual Report Gross Expense Ratio | 0.79 | 0.83 | 95% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | -8.325 | -2.554 | 326% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 31.2B | 46% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | -10.58 | -4.50 | 235% |
| Returns for 3 years | 19.65 | 39.23 | 50% |
| Returns for 5 years | -6.05 | 20.39 | -30% |
| Returns for 10 years | 90.36 | 103.85 | 87% |
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