OTCIX
Price
$28.22
Change
-$1.52 (-5.11%)
Updated
Apr 3 closing price
Net Assets
14.17B
PMBPX
Price
$42.17
Change
-$1.74 (-3.96%)
Updated
Apr 3 closing price
Net Assets
29.76B
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OTCIX vs PMBPX

Header iconOTCIX vs PMBPX Comparison
Open Charts OTCIX vs PMBPXBanner chart's image
MFS Mid Cap Growth I
Price$28.22
Change-$1.52 (-5.11%)
VolumeN/A
Net Assets14.17B
Principal MidCap R5
Price$42.17
Change-$1.74 (-3.96%)
VolumeN/A
Net Assets29.76B
OTCIX vs PMBPX Comparison Chart
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OTCIX vs. PMBPX commentary
Apr 04, 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.8B vs. OTCIX (14.2B). PMBPX pays higher dividends than OTCIX: PMBPX (0.01) vs OTCIX (0.00). OTCIX was incepted earlier than PMBPX: OTCIX (28 years) vs PMBPX (24 years). PMBPX (0.84) is less costly to investors than OTCIX (0.79). OTCIX is a more actively managed with annual turnover of: 35.00 vs. PMBPX (10.50). OTCIX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 7.50 vs. OTCIX (-5.62). PMBPX return over 5 years is better than : 103.21 vs. OTCIX (66.05).
OTCIXPMBPXOTCIX / PMBPX
Total Expense Ratio0.780.8493%
Annual Report Gross Expense Ratio0.790.8494%
Fund Existence28 years24 years-
Gain YTD-3.9721.035-384%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets14.2B29.8B48%
Annual Yield % from dividends0.000.01-
Returns for 1 year-5.627.50-75%
Returns for 3 years5.0119.5926%
Returns for 5 years66.05103.2164%
Returns for 10 years94.7689.27106%
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