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OTCHX vs PMBJX
OTCHX vs PMBJX Comparison
Open Charts OTCHX vs PMBJX
MFS Mid Cap Growth R3
Price$28.55
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets14.09B
OTCHX vs PMBJX Comparison Chart in %
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OTCHX vs. PMBJX commentary
Nov 20, 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 PMBJX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B vs. OTCHX (14.1B). PMBJX pays higher dividends than OTCHX: PMBJX (0.06) vs OTCHX (0.00). OTCHX was incepted earlier than PMBJX: OTCHX (21 years) vs PMBJX (25 years). OTCHX (1.04) is less costly to investors than PMBJX (0.78). OTCHX is a more actively managed with annual turnover of: 54.00 vs. PMBJX (10.50). OTCHX has a lower initial minimum investment than PMBJX: OTCHX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : -6.53 vs. OTCHX (-7.21). PMBJX return over 5 years is better than : 24.63 vs. OTCHX (9.64).
| OTCHX | PMBJX | OTCHX / PMBJX | |
| Total Expense Ratio | 1.03 | 0.78 | 132% |
| Annual Report Gross Expense Ratio | 1.04 | 0.78 | 133% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 1.026 | -0.564 | -182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 30.9B | 46% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -7.21 | -6.53 | 111% |
| Returns for 3 years | 27.51 | 32.39 | 85% |
| Returns for 5 years | 9.64 | 24.63 | 39% |
| Returns for 10 years | 94.88 | 89.12 | 106% |
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