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OTCKX vs PCBIX
OTCKX vs PCBIX Comparison
Open Charts OTCKX vs PCBIX
MFS Mid Cap Growth R6
Price$34.22
Change+$0.15 (+0.44%)
VolumeN/A
Net Assets15.17B
Principal MidCap Institutional
Price$47.13
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets32.48B
OTCKX vs PCBIX Comparison Chart in %
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OTCKX vs. PCBIX 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 OTCKX is a Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. OTCKX (15.2B). PCBIX pays higher dividends than OTCKX: PCBIX (0.12) vs OTCKX (0.00). OTCKX was incepted earlier than PCBIX: OTCKX (13 years) vs PCBIX (24 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. PCBIX annual gain was more profitable for investors over the last year : 9.06 vs. OTCKX (7.95). PCBIX return over 5 years is better than : 47.02 vs. OTCKX (31.01).
| 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 | 24 years | - |
| Gain YTD | 8.912 | 5.744 | 155% |
| 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 | 0.12 | - |
| Returns for 1 year | 7.95 | 9.06 | 88% |
| Returns for 3 years | 31.11 | 34.84 | 89% |
| Returns for 5 years | 31.01 | 47.02 | 66% |
| Returns for 10 years | 128.59 | 113.70 | 113% |
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