OTCKX
Price
$34.09
Change
+$0.37 (+1.10%)
Updated
Jul 3 closing price
Net Assets
15.58B
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$34.09
Change+$0.37 (+1.10%)
VolumeN/A
Net Assets15.58B
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
OTCKX vs PMBJX Comparison Chart in %
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OTCKX vs. PMBJX commentary
Jul 07, 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. OTCKX (15.6B). PMBJX pays higher dividends than OTCKX: PMBJX (0.06) vs OTCKX (0.00). OTCKX was incepted earlier than PMBJX: OTCKX (13 years) vs PMBJX (24 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). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. OTCKX (7.85). PMBJX return over 5 years is better than : 58.39 vs. OTCKX (41.16).
OTCKXPMBJXOTCKX / PMBJX
Total Expense Ratio0.660.7885%
Annual Report Gross Expense Ratio0.670.7886%
Fund Existence13 years24 years-
Gain YTD8.4987.057120%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.6B32.3B48%
Annual Yield % from dividends0.000.06-
Returns for 1 year7.8515.2651%
Returns for 3 years44.4551.7986%
Returns for 5 years41.1658.3970%
Returns for 10 years121.65100.46121%
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