OTCAX
Price
$25.92
Change
-$1.39 (-5.09%)
Updated
Apr 3 closing price
Net Assets
14.17B
PMBPX
Price
$42.17
Change
-$1.74 (-3.96%)
Updated
Apr 3 closing price
Net Assets
29.76B
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OTCAX vs PMBPX

Header iconOTCAX vs PMBPX Comparison
Open Charts OTCAX vs PMBPXBanner chart's image
MFS Mid Cap Growth A
Price$25.92
Change-$1.39 (-5.09%)
VolumeN/A
Net Assets14.17B
Principal MidCap R5
Price$42.17
Change-$1.74 (-3.96%)
VolumeN/A
Net Assets29.76B
OTCAX vs PMBPX Comparison Chart
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OTCAX vs. PMBPX commentary
Apr 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 OTCAX is a Hold and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.8B vs. OTCAX (14.2B). PMBPX pays higher dividends than OTCAX: PMBPX (0.01) vs OTCAX (0.00). OTCAX was incepted earlier than PMBPX: OTCAX (31 years) vs PMBPX (24 years). OTCAX (1.04) is less costly to investors than PMBPX (0.84). OTCAX is a more actively managed with annual turnover of: 35.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than OTCAX: PMBPX (0) vs OTCAX (1000). PMBPX annual gain was more profitable for investors over the last year : 7.50 vs. OTCAX (-6.41). PMBPX return over 5 years is better than : 103.21 vs. OTCAX (62.46).
OTCAXPMBPXOTCAX / PMBPX
Total Expense Ratio1.030.84123%
Annual Report Gross Expense Ratio1.040.84124%
Fund Existence31 years24 years-
Gain YTD-4.0741.035-394%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.2B29.8B48%
Annual Yield % from dividends0.000.01-
Returns for 1 year-6.417.50-85%
Returns for 3 years3.6419.5919%
Returns for 5 years62.46103.2161%
Returns for 10 years86.1689.2797%
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