OTCBX
Price
$23.08
Change
-$0.18 (-0.77%)
Updated
Oct 7 closing price
Net Assets
15.27B
PMBPX
Price
$45.52
Change
-$0.32 (-0.70%)
Updated
Oct 7 closing price
Net Assets
33.08B
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OTCBX vs PMBPX

Header iconOTCBX vs PMBPX Comparison
Open Charts OTCBX vs PMBPXBanner chart's image
MFS Mid Cap Growth B
Price$23.08
Change-$0.18 (-0.77%)
VolumeN/A
Net Assets15.27B
Principal MidCap R5
Price$45.52
Change-$0.32 (-0.70%)
VolumeN/A
Net Assets33.08B
OTCBX vs PMBPX Comparison Chart in %
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OTCBX vs. PMBPX commentary
Oct 08, 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 StrongBuy and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.1B vs. OTCBX (15.3B). PMBPX pays higher dividends than OTCBX: PMBPX (0.01) vs OTCBX (0.00). OTCBX was incepted earlier than PMBPX: OTCBX (32 years) vs PMBPX (25 years). OTCBX (1.79) is less costly to investors than PMBPX (0.83). OTCBX is a more actively managed with annual turnover of: 35.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than OTCBX: PMBPX (0) vs OTCBX (1000). PMBPX annual gain was more profitable for investors over the last year : 4.31 vs. OTCBX (0.26). PMBPX return over 5 years is better than : 40.37 vs. OTCBX (13.08).
OTCBXPMBPXOTCBX / PMBPX
Total Expense Ratio1.780.83214%
Annual Report Gross Expense Ratio1.790.83216%
Fund Existence32 years25 years-
Gain YTD8.0355.476147%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.3B33.1B46%
Annual Yield % from dividends0.000.01-
Returns for 1 year0.264.316%
Returns for 3 years41.3154.8375%
Returns for 5 years13.0840.3732%
Returns for 10 years86.08109.4379%
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