OTCBX
Price
$21.77
Change
+$0.17 (+0.79%)
Updated
Nov 19 closing price
Net Assets
14.08B
PMBJX
Price
$40.56
Change
-$0.02 (-0.05%)
Updated
Nov 19 closing price
Net Assets
30.83B
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OTCBX vs PMBJX

Header iconOTCBX vs PMBJX Comparison
Open Charts OTCBX vs PMBJXBanner chart's image
MFS Mid Cap Growth B
Price$21.77
Change+$0.17 (+0.79%)
VolumeN/A
Net Assets14.08B
Principal MidCap J
Price$40.56
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets30.83B
OTCBX vs PMBJX Comparison Chart in %
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OTCBX vs. PMBJX commentary
Nov 20, 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 OTCBX is a Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.8B vs. OTCBX (14.1B). PMBJX pays higher dividends than OTCBX: PMBJX (0.06) vs OTCBX (0.00). OTCBX was incepted earlier than PMBJX: OTCBX (32 years) vs PMBJX (25 years). OTCBX (1.79) is less costly to investors than PMBJX (0.78). OTCBX is a more actively managed with annual turnover of: 54.00 vs. PMBJX (10.50). OTCBX (1000) and PMBJX (1000) have matching initial minimum investment requirements. PMBJX annual gain was more profitable for investors over the last year : -6.46 vs. OTCBX (-10.82). PMBJX return over 5 years is better than : 25.52 vs. OTCBX (2.03).
OTCBXPMBJXOTCBX / PMBJX
Total Expense Ratio1.780.78228%
Annual Report Gross Expense Ratio1.790.78229%
Fund Existence32 years25 years-
Gain YTD0.325-0.564-58%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets14.1B30.8B46%
Annual Yield % from dividends0.000.06-
Returns for 1 year-10.82-6.46167%
Returns for 3 years21.9632.3968%
Returns for 5 years2.0325.528%
Returns for 10 years68.0989.1276%
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