OTCBX
Price
$22.72
Change
+$0.15 (+0.66%)
Updated
Jun 6 closing price
Net Assets
15.3B
PMBPX
Price
$45.03
Change
+$0.30 (+0.67%)
Updated
Jun 6 closing price
Net Assets
30.93B
Interact to see
Advertisement

OTCBX vs PMBPX

Header iconOTCBX vs PMBPX Comparison
Open Charts OTCBX vs PMBPXBanner chart's image
MFS Mid Cap Growth B
Price$22.72
Change+$0.15 (+0.66%)
VolumeN/A
Net Assets15.3B
Principal MidCap R5
Price$45.03
Change+$0.30 (+0.67%)
VolumeN/A
Net Assets30.93B
OTCBX vs PMBPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
OTCBX vs. PMBPX commentary
Jun 07, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.9B 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 : 11.61 vs. OTCBX (1.53). PMBPX return over 5 years is better than : 46.09 vs. OTCBX (25.25).
OTCBXPMBPXOTCBX / PMBPX
Total Expense Ratio1.780.83214%
Annual Report Gross Expense Ratio1.790.83216%
Fund Existence32 years25 years-
Gain YTD4.8302.922165%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.3B30.9B50%
Annual Yield % from dividends0.000.01-
Returns for 1 year1.5311.6113%
Returns for 3 years21.8034.3863%
Returns for 5 years25.2546.0955%
Returns for 10 years75.7895.5779%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
MLPR60.660.96
+1.62%
ETRACS Qrtly Py 1.5X Lvgd Aln MLP ETN
XMAR37.800.14
+0.37%
FT Vest U.S. Eq Enh & ModBufETF-Mar
GAST25.79N/A
N/A
Gabelli Automation ETF
BSCT18.52-0.06
-0.32%
Invesco BulletShares 2029 Corp Bd ETF
TAXF48.44-0.22
-0.45%
American Century Divers Muncpl Bd ETF