OTCHX
Price
$30.58
Change
-$0.16 (-0.52%)
Updated
Aug 5 closing price
Net Assets
15.2B
PMBCX
Price
$36.96
Change
-$0.57 (-1.52%)
Updated
Aug 5 closing price
Net Assets
32.88B
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OTCHX vs PMBCX

Header iconOTCHX vs PMBCX Comparison
Open Charts OTCHX vs PMBCXBanner chart's image
MFS Mid Cap Growth R3
Price$30.58
Change-$0.16 (-0.52%)
VolumeN/A
Net Assets15.2B
Principal MidCap C
Price$36.96
Change-$0.57 (-1.52%)
VolumeN/A
Net Assets32.88B
OTCHX vs PMBCX Comparison Chart in %
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OTCHX vs. PMBCX commentary
Aug 06, 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 Hold and PMBCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.9B vs. OTCHX (15.2B). OTCHX (0.00) and PMBCX (0.00) have matching dividends . OTCHX was incepted earlier than PMBCX: OTCHX (20 years) vs PMBCX (19 years). PMBCX (1.75) is less costly to investors than OTCHX (1.04). OTCHX is a more actively managed with annual turnover of: 35.00 vs. PMBCX (10.50). OTCHX has a lower initial minimum investment than PMBCX: OTCHX (0) vs PMBCX (1000). PMBCX (14.00) and OTCHX (13.43) have marching annual gain over last year. PMBCX return over 5 years is better than : 37.52 vs. OTCHX (26.92).
OTCHXPMBCXOTCHX / PMBCX
Total Expense Ratio1.031.7559%
Annual Report Gross Expense Ratio1.041.7559%
Fund Existence20 years19 years-
Gain YTD8.7766.923127%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.2B32.9B46%
Annual Yield % from dividends0.000.00-
Returns for 1 year13.4314.0096%
Returns for 3 years28.4032.4388%
Returns for 5 years26.9237.5272%
Returns for 10 years105.3474.31142%
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