OTCGX
Price
$20.50
Change
+$0.30 (+1.49%)
Updated
Apr 2 closing price
Net Assets
13.92B
PMBPX
Price
$43.91
Change
+$0.40 (+0.92%)
Updated
Apr 2 closing price
Net Assets
29.49B
Ad is loading...

OTCGX vs PMBPX

Header iconOTCGX vs PMBPX Comparison
Open Charts OTCGX vs PMBPXBanner chart's image
MFS Mid Cap Growth R1
Price$20.50
Change+$0.30 (+1.49%)
VolumeN/A
Net Assets13.92B
Principal MidCap R5
Price$43.91
Change+$0.40 (+0.92%)
VolumeN/A
Net Assets29.49B
OTCGX vs PMBPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
OTCGX vs. PMBPX commentary
Apr 04, 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.

Ad is loading...
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.5B vs. OTCGX (13.9B). 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 (0.84). 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 : 6.97 vs. OTCGX (-10.14). PMBPX return over 5 years is better than : 101.36 vs. OTCGX (49.08).
OTCGXPMBPXOTCGX / PMBPX
Total Expense Ratio1.780.84212%
Annual Report Gross Expense Ratio1.790.84213%
Fund Existence20 years24 years-
Gain YTD-5.6070.115-4,874%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets13.9B29.5B47%
Annual Yield % from dividends0.000.01-
Returns for 1 year-10.146.97-146%
Returns for 3 years-1.4619.54-7%
Returns for 5 years49.08101.3648%
Returns for 10 years58.4388.3566%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
KOMP47.590.75
+1.60%
SPDR® S&P Kensho New Economies Comps ETF
SXQG30.150.19
+0.63%
ETC 6 Meridian Quality Growth ETF
TMV33.890.05
+0.15%
Direxion Daily 20+ Yr Trsy Bear 3X ETF
JULD24.74N/A
N/A
Innovator Premium Income 10 Bar ETF -Jul
FIIG20.80-0.02
-0.07%
First Trust Intermediate DurInvGrdCrpETF