OTCKX
Price
$29.02
Change
-$0.00 (-0.00%)
Updated
Dec 26 closing price
Net Assets
14.44B
PMBJX
Price
$39.62
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
Interact to see
Advertisement

OTCKX vs PMBJX

Header iconOTCKX vs PMBJX Comparison
Open Charts OTCKX vs PMBJXBanner chart's image
MFS Mid Cap Growth R6
Price$29.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets14.44B
Principal MidCap J
Price$39.62
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
OTCKX vs PMBJX Comparison Chart in %
View a ticker or compare two or three
VS
OTCKX vs. PMBJX commentary
Dec 27, 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 Hold and PMBJX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.2B vs. OTCKX (14.4B). PMBJX pays higher dividends than OTCKX: PMBJX (0.06) vs OTCKX (0.00). OTCKX was incepted earlier than PMBJX: OTCKX (13 years) vs PMBJX (25 years). PMBJX (0.78) is less costly to investors than OTCKX (0.67). OTCKX is a more actively managed with annual turnover of: 54.00 vs. PMBJX (10.50). OTCKX has a lower initial minimum investment than PMBJX: OTCKX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : -4.84 vs. OTCKX (-9.90). PMBJX return over 5 years is better than : 19.01 vs. OTCKX (-4.54).
OTCKXPMBJXOTCKX / PMBJX
Total Expense Ratio0.660.7885%
Annual Report Gross Expense Ratio0.670.7886%
Fund Existence13 years25 years-
Gain YTD-7.638-2.916262%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.4B31.2B46%
Annual Yield % from dividends0.000.06-
Returns for 1 year-9.90-4.84205%
Returns for 3 years21.1238.4255%
Returns for 5 years-4.5419.01-24%
Returns for 10 years95.4299.7096%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
HDLB14.950.10
+0.70%
ETRACS Mny Py 2xLgd US Hg Dv Lw Vl ETN B
VNQI46.110.06
+0.13%
Vanguard Global ex-US Real Est ETF
CDX22.25-0.02
-0.11%
Simplify High Yield ETF
FIAT27.20-0.09
-0.33%
YieldMax Short COIN Option Inc Strgy ETF
AMJB29.81-0.24
-0.80%
Alerian MLP Index ETN