OTCIX
Price
$31.31
Change
-$1.03 (-3.18%)
Updated
Feb 21 closing price
Net Assets
15B
PMBMX
Price
$41.59
Change
-$0.71 (-1.68%)
Updated
Feb 21 closing price
Net Assets
29.57B
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OTCIX vs PMBMX

Header iconOTCIX vs PMBMX Comparison
Open Charts OTCIX vs PMBMXBanner chart's image
MFS Mid Cap Growth I
Price$31.31
Change-$1.03 (-3.18%)
VolumeN/A
Net Assets15B
Principal MidCap R3
Price$41.59
Change-$0.71 (-1.68%)
VolumeN/A
Net Assets29.57B
OTCIX vs PMBMX Comparison Chart
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OTCIX vs. PMBMX commentary
Feb 23, 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.6B vs. OTCIX (15B). OTCIX (0.00) and PMBMX (0.00) have matching dividends . OTCIX was incepted earlier than PMBMX: OTCIX (28 years) vs PMBMX (24 years). OTCIX is a more actively managed with annual turnover of: 30.00 vs. PMBMX (10.10). OTCIX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 11.86 vs. OTCIX (1.36). PMBMX (31.77) and OTCIX (31.06) have equivalent 5 years return.
OTCIXPMBMXOTCIX / PMBMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years24 years-
Gain YTD1.0981.81261%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets15B29.6B51%
Annual Yield % from dividends0.000.00-
Returns for 1 year1.3611.8611%
Returns for 3 years16.3126.0663%
Returns for 5 years31.0631.7798%
Returns for 10 years108.1883.18130%
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