OTCJX
Price
$32.68
Change
+$0.35 (+1.08%)
Updated
Jul 3 closing price
Net Assets
15.58B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$32.68
Change+$0.35 (+1.08%)
VolumeN/A
Net Assets15.58B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
OTCJX vs PMBPX Comparison Chart in %
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OTCJX vs. PMBPX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. OTCJX (15.6B). 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 : 15.41 vs. OTCJX (7.43). PMBPX return over 5 years is better than : 59.60 vs. OTCJX (39.78).
OTCJXPMBPXOTCJX / PMBPX
Total Expense Ratio0.780.8394%
Annual Report Gross Expense Ratio0.790.8395%
Fund Existence20 years25 years-
Gain YTD8.3917.041119%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets15.6B32.3B48%
Annual Yield % from dividends0.000.01-
Returns for 1 year7.4315.4148%
Returns for 3 years43.5252.3983%
Returns for 5 years39.7859.6067%
Returns for 10 years117.00104.46112%
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