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OTCJX vs PMBPX
OTCJX vs PMBPX Comparison
Open Charts OTCJX vs PMBPX
MFS Mid Cap Growth R4
Price$26.66
Change-$6.18 (-18.82%)
VolumeN/A
Net Assets13.93B
OTCJX vs PMBPX Comparison Chart in %
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OTCJX vs. PMBPX commentary
Feb 04, 2026
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.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. OTCJX (13.9B). OTCJX (0.00) and PMBPX (0.00) have matching dividends . OTCJX was incepted earlier than PMBPX: OTCJX (21 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than OTCJX (0.78). OTCJX is a more actively managed with annual turnover of: 54.00 vs. PMBPX (13.70). PMBPX annual gain was more profitable for investors over the last year : -11.17 vs. OTCJX (-16.06). PMBPX return over 5 years is better than : 12.76 vs. OTCJX (-11.04).
| OTCJX | PMBPX | OTCJX / PMBPX | |
| Total Expense Ratio | 0.77 | 0.83 | 93% |
| Annual Report Gross Expense Ratio | 0.78 | 0.83 | 94% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | -1.551 | -2.931 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 30.3B | 46% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -16.06 | -11.17 | 144% |
| Returns for 3 years | 5.58 | 21.00 | 27% |
| Returns for 5 years | -11.04 | 12.76 | -87% |
| Returns for 10 years | 109.43 | 119.39 | 92% |
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