OTCIX
Price
$34.26
Change
-$0.15 (-0.44%)
Updated
Sep 16 closing price
Net Assets
15.61B
PMBPX
Price
$46.48
Change
-$0.16 (-0.34%)
Updated
Sep 16 closing price
Net Assets
33.2B
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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$34.26
Change-$0.15 (-0.44%)
VolumeN/A
Net Assets15.61B
Principal MidCap R5
Price$46.48
Change-$0.16 (-0.34%)
VolumeN/A
Net Assets33.2B
OTCIX vs PMBPX Comparison Chart in %
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OTCIX vs. PMBPX commentary
Sep 18, 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: 33.2B vs. OTCIX (15.6B). PMBPX pays higher dividends than OTCIX: PMBPX (0.01) vs OTCIX (0.00). OTCIX was incepted earlier than PMBPX: OTCIX (29 years) vs PMBPX (25 years). PMBPX (0.83) and OTCIX (0.79) have similar cost to investors . 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. OTCIX annual gain was more profitable for investors over the last year : 8.21 vs. PMBPX (6.42). PMBPX return over 5 years is better than : 47.70 vs. OTCIX (34.73).
OTCIXPMBPXOTCIX / PMBPX
Total Expense Ratio0.780.8394%
Annual Report Gross Expense Ratio0.790.8395%
Fund Existence29 years25 years-
Gain YTD11.1087.317152%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets15.6B33.2B47%
Annual Yield % from dividends0.000.01-
Returns for 1 year8.216.42128%
Returns for 3 years44.8248.4593%
Returns for 5 years34.7347.7073%
Returns for 10 years129.71115.04113%
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