OTCKX
Price
$34.09
Change
+$0.37 (+1.10%)
Updated
Jul 3 closing price
Net Assets
15.58B
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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OTCKX vs PMBMX

Header iconOTCKX vs PMBMX Comparison
Open Charts OTCKX vs PMBMXBanner chart's image
MFS Mid Cap Growth R6
Price$34.09
Change+$0.37 (+1.10%)
VolumeN/A
Net Assets15.58B
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
OTCKX vs PMBMX Comparison Chart in %
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OTCKX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. OTCKX (15.6B). PMBMX pays higher dividends than OTCKX: PMBMX (0.02) vs OTCKX (0.00). OTCKX was incepted earlier than PMBMX: OTCKX (13 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than OTCKX (0.67). OTCKX is a more actively managed with annual turnover of: 35.00 vs. PMBMX (10.50). OTCKX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. OTCKX (7.85). PMBMX return over 5 years is better than : 55.71 vs. OTCKX (41.16).
OTCKXPMBMXOTCKX / PMBMX
Total Expense Ratio0.661.1458%
Annual Report Gross Expense Ratio0.671.1459%
Fund Existence13 years25 years-
Gain YTD8.4986.854124%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets15.6B32.3B48%
Annual Yield % from dividends0.000.02-
Returns for 1 year7.8514.8053%
Returns for 3 years44.4550.1989%
Returns for 5 years41.1655.7174%
Returns for 10 years121.6594.74128%
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