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OTCGX vs PMBPX
OTCGX vs PMBPX Comparison
Open Charts OTCGX vs PMBPX
MFS Mid Cap Growth R1
Price$23.18
Change+$0.23 (+1.00%)
VolumeN/A
Net Assets15.15B
OTCGX vs PMBPX Comparison Chart in %
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OTCGX vs. PMBPX commentary
Oct 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 StrongBuy and PMBPX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.9B vs. OTCGX (15.2B). PMBPX pays higher dividends than OTCGX: PMBPX (0.01) vs OTCGX (0.00). OTCGX was incepted earlier than PMBPX: OTCGX (21 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 : 2.65 vs. OTCGX (-1.33). PMBPX return over 5 years is better than : 38.96 vs. OTCGX (10.76).
| OTCGX | PMBPX | OTCGX / PMBPX | |
| Total Expense Ratio | 1.78 | 0.83 | 214% |
| Annual Report Gross Expense Ratio | 1.79 | 0.83 | 216% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 7.243 | 4.740 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 32.9B | 46% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | -1.33 | 2.65 | -50% |
| Returns for 3 years | 40.20 | 53.74 | 75% |
| Returns for 5 years | 10.76 | 38.96 | 28% |
| Returns for 10 years | 84.34 | 107.97 | 78% |
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