OTCIX
Price
$31.36
Change
+$0.01 (+0.03%)
Updated
Nov 18 closing price
Net Assets
14.09B
PMBJX
Price
$40.58
Change
-$0.00 (-0.00%)
Updated
Nov 18 closing price
Net Assets
30.87B
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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$31.36
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets14.09B
Principal MidCap J
Price$40.58
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets30.87B
OTCIX vs PMBJX Comparison Chart in %
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OTCIX 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 OTCIX is a Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B vs. OTCIX (14.1B). 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: 54.00 vs. PMBJX (10.50). OTCIX has a lower initial minimum investment than PMBJX: OTCIX (0) vs PMBJX (1000). OTCIX (-6.45) and PMBJX (-6.53) have marching annual gain over last year. PMBJX return over 5 years is better than : 24.63 vs. OTCIX (12.04).
OTCIXPMBJXOTCIX / PMBJX
Total Expense Ratio0.780.78100%
Annual Report Gross Expense Ratio0.790.78101%
Fund Existence29 years25 years-
Gain YTD1.227-0.564-218%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.1B30.9B46%
Annual Yield % from dividends0.000.06-
Returns for 1 year-6.45-6.5399%
Returns for 3 years29.2332.3990%
Returns for 5 years12.0424.6349%
Returns for 10 years104.1089.12117%
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