Interact to see
Advertisement
Advertisement
OTCHX vs PMBPX
OTCHX vs PMBPX Comparison
Open Charts OTCHX vs PMBPX
MFS Mid Cap Growth R3
Price$29.31
Change-$0.37 (-1.25%)
VolumeN/A
Net Assets15.05B
OTCHX vs PMBPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OTCHX vs. PMBPX commentary
Jun 15, 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 PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. OTCHX (15B). PMBPX pays higher dividends than OTCHX: PMBPX (0.01) vs OTCHX (0.00). OTCHX was incepted earlier than PMBPX: OTCHX (20 years) vs PMBPX (25 years). OTCHX (1.04) is less costly to investors than PMBPX (0.83). OTCHX is a more actively managed with annual turnover of: 35.00 vs. PMBPX (10.50). OTCHX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 11.98 vs. OTCHX (3.63). PMBPX return over 5 years is better than : 56.72 vs. OTCHX (39.41).
| OTCHX | PMBPX | OTCHX / PMBPX | |
| Total Expense Ratio | 1.03 | 0.83 | 124% |
| Annual Report Gross Expense Ratio | 1.04 | 0.83 | 125% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 5.025 | 3.520 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 30.6B | 49% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 3.63 | 11.98 | 30% |
| Returns for 3 years | 42.01 | 51.85 | 81% |
| Returns for 5 years | 39.41 | 56.72 | 69% |
| Returns for 10 years | 101.22 | 95.68 | 106% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PFLD | 19.70 | 0.02 | +0.10% |
| AAM Low Duration Pref & Inc Secs ETF | |||
| SCMB | 25.02 | -0.05 | -0.20% |
| Schwab Municipal Bond ETF | |||
| IBHJ | 26.21 | -0.07 | -0.27% |
| iShares iBonds 2030 Term Hi Yld & IncETF | |||
| EVNT | 11.26 | -0.08 | -0.66% |
| AltShares Event-Driven ETF | |||
| DBAW | 36.59 | -0.41 | -1.10% |
| Xtrackers MSCI All World exUS Hdg Eq ETF | |||