OTCBX
Price
$19.75
Change
+$1.63 (+9.00%)
Updated
Apr 9 closing price
Net Assets
13.67B
PMBPX
Price
$41.93
Change
+$3.04 (+7.82%)
Updated
Apr 9 closing price
Net Assets
26.39B
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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$19.75
Change+$1.63 (+9.00%)
VolumeN/A
Net Assets13.67B
Principal MidCap R5
Price$41.93
Change+$3.04 (+7.82%)
VolumeN/A
Net Assets26.39B
OTCBX vs PMBPX Comparison Chart
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OTCBX vs. PMBPX commentary
Apr 11, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 26.4B vs. OTCBX (13.7B). PMBPX pays higher dividends than OTCBX: PMBPX (0.01) vs OTCBX (0.00). OTCBX was incepted earlier than PMBPX: OTCBX (31 years) vs PMBPX (24 years). OTCBX (1.79) is less costly to investors than PMBPX (0.84). 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 : -4.70 vs. OTCBX (-20.70). PMBPX return over 5 years is better than : 53.18 vs. OTCBX (19.29).
OTCBXPMBPXOTCBX / PMBPX
Total Expense Ratio1.780.84212%
Annual Report Gross Expense Ratio1.790.84213%
Fund Existence31 years24 years-
Gain YTD-15.838-10.515151%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets13.7B26.4B52%
Annual Yield % from dividends0.000.01-
Returns for 1 year-20.70-4.70441%
Returns for 3 years-10.788.43-128%
Returns for 5 years19.2953.1836%
Returns for 10 years39.4966.8459%
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