OTCIX
Price
$33.46
Change
-$0.25 (-0.74%)
Updated
Oct 7 closing price
Net Assets
15.27B
PMBPX
Price
$45.52
Change
-$0.32 (-0.70%)
Updated
Oct 7 closing price
Net Assets
33.08B
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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$33.46
Change-$0.25 (-0.74%)
VolumeN/A
Net Assets15.27B
Principal MidCap R5
Price$45.52
Change-$0.32 (-0.70%)
VolumeN/A
Net Assets33.08B
OTCIX vs PMBPX Comparison Chart in %
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OTCIX vs. PMBPX commentary
Oct 08, 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.1B vs. OTCIX (15.3B). 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. PMBPX annual gain was more profitable for investors over the last year : 4.31 vs. OTCIX (4.08). PMBPX return over 5 years is better than : 40.37 vs. OTCIX (23.98).
OTCIXPMBPXOTCIX / PMBPX
Total Expense Ratio0.780.8394%
Annual Report Gross Expense Ratio0.790.8395%
Fund Existence29 years25 years-
Gain YTD8.8475.476162%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets15.3B33.1B46%
Annual Yield % from dividends0.000.01-
Returns for 1 year4.084.3195%
Returns for 3 years49.6954.8391%
Returns for 5 years23.9840.3759%
Returns for 10 years125.94109.43115%
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