OTCHX
Price
$24.16
Change
-$1.57 (-6.10%)
Updated
Apr 4 closing price
Net Assets
12.63B
PMBPX
Price
$39.78
Change
-$2.39 (-5.67%)
Updated
Apr 4 closing price
Net Assets
26.99B
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OTCHX vs PMBPX

Header iconOTCHX vs PMBPX Comparison
Open Charts OTCHX vs PMBPXBanner chart's image
MFS Mid Cap Growth R3
Price$24.16
Change-$1.57 (-6.10%)
VolumeN/A
Net Assets12.63B
Principal MidCap R5
Price$39.78
Change-$2.39 (-5.67%)
VolumeN/A
Net Assets26.99B
OTCHX vs PMBPX Comparison Chart
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OTCHX vs. PMBPX commentary
Apr 07, 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 27B vs. OTCHX (12.6B). PMBPX pays higher dividends than OTCHX: PMBPX (0.01) vs OTCHX (0.00). OTCHX was incepted earlier than PMBPX: OTCHX (20 years) vs PMBPX (24 years). OTCHX (1.04) is less costly to investors than PMBPX (0.84). 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 : -1.11 vs. OTCHX (-15.64). PMBPX return over 5 years is better than : 84.10 vs. OTCHX (44.67).
OTCHXPMBPXOTCHX / PMBPX
Total Expense Ratio1.030.84123%
Annual Report Gross Expense Ratio1.040.84124%
Fund Existence20 years24 years-
Gain YTD-14.508-8.468171%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets12.6B27B47%
Annual Yield % from dividends0.000.01-
Returns for 1 year-15.64-1.111,409%
Returns for 3 years-6.439.44-68%
Returns for 5 years44.6784.1053%
Returns for 10 years66.0572.2091%
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