OTCGX
Price
$21.72
Change
+$0.22 (+1.02%)
Updated
Nov 24 closing price
Net Assets
14.02B
PMBJX
Price
$40.78
Change
-$0.19 (-0.46%)
Updated
Nov 24 closing price
Net Assets
31.1B
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OTCGX vs PMBJX

Header iconOTCGX vs PMBJX Comparison
Open Charts OTCGX vs PMBJXBanner chart's image
MFS Mid Cap Growth R1
Price$21.72
Change+$0.22 (+1.02%)
VolumeN/A
Net Assets14.02B
Principal MidCap J
Price$40.78
Change-$0.19 (-0.46%)
VolumeN/A
Net Assets31.1B
OTCGX vs PMBJX Comparison Chart in %
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OTCGX vs. PMBJX commentary
Nov 25, 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 OTCGX is a Buy and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.1B vs. OTCGX (14B). PMBJX pays higher dividends than OTCGX: PMBJX (0.06) vs OTCGX (0.00). OTCGX was incepted earlier than PMBJX: OTCGX (21 years) vs PMBJX (25 years). OTCGX (1.79) is less costly to investors than PMBJX (0.78). OTCGX is a more actively managed with annual turnover of: 54.00 vs. PMBJX (10.50). OTCGX has a lower initial minimum investment than PMBJX: OTCGX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : -8.58 vs. OTCGX (-13.62). PMBJX return over 5 years is better than : 24.91 vs. OTCGX (2.04).
OTCGXPMBJXOTCGX / PMBJX
Total Expense Ratio1.780.78228%
Annual Report Gross Expense Ratio1.790.78229%
Fund Existence21 years25 years-
Gain YTD0.4670.392119%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets14B31.1B45%
Annual Yield % from dividends0.000.06-
Returns for 1 year-13.62-8.58159%
Returns for 3 years19.5830.9763%
Returns for 5 years2.0424.918%
Returns for 10 years66.1590.1473%
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