OTCIX
Price
$33.77
Change
+$0.10 (+0.30%)
Updated
Oct 24 closing price
Net Assets
15.24B
PMBJX
Price
$42.31
Change
+$0.03 (+0.07%)
Updated
Oct 24 closing price
Net Assets
32.32B
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OTCIX vs PMBJX

Header iconOTCIX vs PMBJX Comparison
Open Charts OTCIX vs PMBJXBanner chart's image
MFS Mid Cap Growth I
Price$33.77
Change+$0.10 (+0.30%)
VolumeN/A
Net Assets15.24B
Principal MidCap J
Price$42.31
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets32.32B
OTCIX vs PMBJX Comparison Chart in %
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OTCIX vs. PMBJX commentary
Oct 26, 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 OTCIX is a StrongBuy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. OTCIX (15.2B). PMBJX pays higher dividends than OTCIX: PMBJX (0.06) vs OTCIX (0.00). OTCIX was incepted earlier than PMBJX: OTCIX (29 years) vs PMBJX (25 years). OTCIX (0.79) and PMBJX (0.78) have similar cost to investors . OTCIX is a more actively managed with annual turnover of: 35.00 vs. PMBJX (10.50). OTCIX has a lower initial minimum investment than PMBJX: OTCIX (0) vs PMBJX (1000). OTCIX annual gain was more profitable for investors over the last year : 4.23 vs. PMBJX (-0.08). PMBJX return over 5 years is better than : 37.59 vs. OTCIX (23.43).
OTCIXPMBJXOTCIX / PMBJX
Total Expense Ratio0.780.78100%
Annual Report Gross Expense Ratio0.790.78101%
Fund Existence29 years25 years-
Gain YTD9.0413.676246%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.2B32.3B47%
Annual Yield % from dividends0.000.06-
Returns for 1 year4.23-0.08-5,191%
Returns for 3 years46.3247.8797%
Returns for 5 years23.4337.5962%
Returns for 10 years125.58100.61125%
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