OTCKX
Price
$33.03
Change
+$0.22 (+0.67%)
Updated
Dec 3 closing price
Net Assets
14.51B
PMBJX
Price
$41.70
Change
+$0.33 (+0.80%)
Updated
Dec 3 closing price
Net Assets
31.57B
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OTCKX vs PMBJX

Header iconOTCKX vs PMBJX Comparison
Open Charts OTCKX vs PMBJXBanner chart's image
MFS Mid Cap Growth R6
Price$33.03
Change+$0.22 (+0.67%)
VolumeN/A
Net Assets14.51B
Principal MidCap J
Price$41.70
Change+$0.33 (+0.80%)
VolumeN/A
Net Assets31.57B
OTCKX vs PMBJX Comparison Chart in %
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OTCKX vs. PMBJX commentary
Dec 04, 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 StrongBuy and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.6B vs. OTCKX (14.5B). 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: 35.00 vs. PMBJX (10.50). OTCKX has a lower initial minimum investment than PMBJX: OTCKX (0) vs PMBJX (1000). OTCKX (-7.76) and PMBJX (-8.04) have marching annual gain over last year. PMBJX return over 5 years is better than : 26.06 vs. OTCKX (14.08).
OTCKXPMBJXOTCKX / PMBJX
Total Expense Ratio0.660.7885%
Annual Report Gross Expense Ratio0.670.7886%
Fund Existence13 years25 years-
Gain YTD4.4561.813246%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.5B31.6B46%
Annual Yield % from dividends0.000.06-
Returns for 1 year-7.76-8.0496%
Returns for 3 years28.2531.6589%
Returns for 5 years14.0826.0654%
Returns for 10 years113.5393.01122%
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