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OTCGX vs PMBPX
OTCGX vs PMBPX Comparison
Open Charts OTCGX vs PMBPX
MFS Mid Cap Growth R1
Price$22.31
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets15.15B
OTCGX vs PMBPX Comparison Chart in %
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OTCGX vs. PMBPX commentary
Jun 23, 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 StrongBuy and PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. OTCGX (15.2B). PMBPX pays higher dividends than OTCGX: PMBPX (0.01) vs OTCGX (0.00). OTCGX was incepted earlier than PMBPX: OTCGX (20 years) vs PMBPX (25 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 : 10.12 vs. OTCGX (0.13). PMBPX return over 5 years is better than : 52.69 vs. OTCGX (26.19).
| 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 | 25 years | - |
| Gain YTD | 4.252 | 2.508 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 30.6B | 50% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 0.13 | 10.12 | 1% |
| Returns for 3 years | 35.13 | 51.80 | 68% |
| Returns for 5 years | 26.19 | 52.69 | 50% |
| Returns for 10 years | 69.27 | 90.72 | 76% |
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