OTCBX
Price
$23.75
Change
+$0.08 (+0.34%)
Updated
Sep 15 closing price
Net Assets
15.51B
PMBPX
Price
$46.64
Change
-$0.07 (-0.15%)
Updated
Sep 15 closing price
Net Assets
33.25B
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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$23.75
Change+$0.08 (+0.34%)
VolumeN/A
Net Assets15.51B
Principal MidCap R5
Price$46.64
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets33.25B
OTCBX vs PMBPX Comparison Chart in %
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OTCBX vs. PMBPX commentary
Sep 16, 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 Buy and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. OTCBX (15.5B). 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 : 7.54 vs. OTCBX (4.50). PMBPX return over 5 years is better than : 46.53 vs. OTCBX (21.82).
OTCBXPMBPXOTCBX / PMBPX
Total Expense Ratio1.780.83214%
Annual Report Gross Expense Ratio1.790.83216%
Fund Existence32 years25 years-
Gain YTD9.9407.478133%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.5B33.2B47%
Annual Yield % from dividends0.000.01-
Returns for 1 year4.507.5460%
Returns for 3 years36.2748.6875%
Returns for 5 years21.8246.5347%
Returns for 10 years88.61115.3677%
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