OTCHX
Price
$27.86
Change
+$0.44 (+1.60%)
Updated
Mar 5 closing price
Net Assets
14.41B
PMBPX
Price
$44.39
Change
+$0.56 (+1.28%)
Updated
Mar 5 closing price
Net Assets
29.32B
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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$27.86
Change+$0.44 (+1.60%)
VolumeN/A
Net Assets14.41B
Principal MidCap R5
Price$44.39
Change+$0.56 (+1.28%)
VolumeN/A
Net Assets29.32B
OTCHX vs PMBPX Comparison Chart
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OTCHX vs. PMBPX commentary
Mar 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.3B vs. OTCHX (14.4B). OTCHX (0.00) and PMBPX (0.00) have matching dividends . OTCHX was incepted earlier than PMBPX: OTCHX (20 years) vs PMBPX (24 years). OTCHX is a more actively managed with annual turnover of: 30.00 vs. PMBPX (10.10). OTCHX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 10.00 vs. OTCHX (-4.96). PMBPX return over 5 years is better than : 51.52 vs. OTCHX (36.01).
OTCHXPMBPXOTCHX / PMBPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence20 years24 years-
Gain YTD-2.9720.851-349%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets14.4B29.3B49%
Annual Yield % from dividends0.000.00-
Returns for 1 year-4.9610.00-50%
Returns for 3 years9.8626.8337%
Returns for 5 years36.0151.5270%
Returns for 10 years92.2992.8999%
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