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OTCKX vs PCBIX
OTCKX vs PCBIX Comparison
Open Charts OTCKX vs PCBIX
MFS Mid Cap Growth R6
Price$34.94
Change+$0.44 (+1.28%)
VolumeN/A
Net Assets15.38B
Principal MidCap Institutional
Price$48.18
Change+$0.43 (+0.90%)
VolumeN/A
Net Assets33.36B
OTCKX vs PCBIX Comparison Chart in %
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OTCKX vs. PCBIX commentary
Sep 10, 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 OTCKX is a Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33.4B vs. OTCKX (15.4B). PCBIX pays higher dividends than OTCKX: PCBIX (0.12) vs OTCKX (0.00). OTCKX was incepted earlier than PCBIX: OTCKX (13 years) vs PCBIX (25 years). OTCKX (0.67) and PCBIX (0.67) have similar cost to investors . OTCKX is a more actively managed with annual turnover of: 35.00 vs. PCBIX (10.50). OTCKX (0) and PCBIX (0) have matching initial minimum investment requirements. OTCKX annual gain was more profitable for investors over the last year : 13.00 vs. PCBIX (11.52). PCBIX return over 5 years is better than : 51.28 vs. OTCKX (36.64).
| OTCKX | PCBIX | OTCKX / PCBIX | |
| Total Expense Ratio | 0.66 | 0.67 | 99% |
| Annual Report Gross Expense Ratio | 0.67 | 0.67 | 100% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 11.203 | 8.100 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4B | 33.4B | 46% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 13.00 | 11.52 | 113% |
| Returns for 3 years | 36.75 | 42.27 | 87% |
| Returns for 5 years | 36.64 | 51.28 | 71% |
| Returns for 10 years | 132.93 | 120.63 | 110% |
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