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OTCGX vs PMBPX
OTCGX vs PMBPX Comparison
Open Charts OTCGX vs PMBPX
MFS Mid Cap Growth R1
Price$21.37
Change+$0.20 (+0.94%)
VolumeN/A
Net Assets14.71B
OTCGX vs PMBPX Comparison Chart
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OTCGX vs. PMBPX commentary
May 09, 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 PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.2B vs. OTCGX (14.7B). PMBPX pays higher dividends than OTCGX: PMBPX (0.01) vs OTCGX (0.00). OTCGX was incepted earlier than PMBPX: OTCGX (20 years) vs PMBPX (24 years). OTCGX (1.79) is less costly to investors than PMBPX (0.83). OTCGX is a more actively managed with annual turnover of: 35.00 vs. PMBPX (10.50). OTCGX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 8.97 vs. OTCGX (-4.47). PMBPX return over 5 years is better than : 64.72 vs. OTCGX (27.76).
| OTCGX | PMBPX | OTCGX / PMBPX | |
| Total Expense Ratio | 1.78 | 0.83 | 214% |
| Annual Report Gross Expense Ratio | 1.79 | 0.83 | 216% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | -1.075 | 1.035 | -104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.7B | 30.2B | 49% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | -4.47 | 8.97 | -50% |
| Returns for 3 years | 23.66 | 41.38 | 57% |
| Returns for 5 years | 27.76 | 64.72 | 43% |
| Returns for 10 years | 66.04 | 90.98 | 73% |
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