OTCHX
Price
$28.70
Change
-$0.03 (-0.10%)
Updated
May 23 closing price
Net Assets
14.82B
PMAQX
Price
$45.13
Change
-$0.33 (-0.73%)
Updated
May 23 closing price
Net Assets
30.54B
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OTCHX vs PMAQX

Header iconOTCHX vs PMAQX Comparison
Open Charts OTCHX vs PMAQXBanner chart's image
MFS Mid Cap Growth R3
Price$28.70
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets14.82B
Principal MidCap R6
Price$45.13
Change-$0.33 (-0.73%)
VolumeN/A
Net Assets30.54B
OTCHX vs PMAQX Comparison Chart
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OTCHX vs. PMAQX commentary
May 24, 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 OTCHX is a Buy and PMAQX is a Hold.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 30.5B vs. OTCHX (14.8B). PMAQX pays higher dividends than OTCHX: PMAQX (0.20) vs OTCHX (0.00). OTCHX was incepted earlier than PMAQX: OTCHX (20 years) vs PMAQX (9 years). OTCHX (1.04) is less costly to investors than PMAQX (0.59). OTCHX is a more actively managed with annual turnover of: 35.00 vs. PMAQX (10.50). OTCHX (0) and PMAQX (0) have matching initial minimum investment requirements. PMAQX annual gain was more profitable for investors over the last year : 8.29 vs. OTCHX (-1.51). PMAQX return over 5 years is better than : 65.61 vs. OTCHX (36.36).
OTCHXPMAQXOTCHX / PMAQX
Total Expense Ratio1.030.59175%
Annual Report Gross Expense Ratio1.040.59176%
Fund Existence20 years9 years-
Gain YTD1.5221.94978%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets14.8B30.5B49%
Annual Yield % from dividends0.000.20-
Returns for 1 year-1.518.29-18%
Returns for 3 years29.2942.4169%
Returns for 5 years36.3665.6155%
Returns for 10 years94.11N/A-
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