OTCJX
Price
$30.76
Change
+$0.23 (+0.75%)
Updated
Nov 19 closing price
Net Assets
14.08B
PMBJX
Price
$40.56
Change
-$0.02 (-0.05%)
Updated
Nov 19 closing price
Net Assets
30.83B
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OTCJX vs PMBJX

Header iconOTCJX vs PMBJX Comparison
Open Charts OTCJX vs PMBJXBanner chart's image
MFS Mid Cap Growth R4
Price$30.76
Change+$0.23 (+0.75%)
VolumeN/A
Net Assets14.08B
Principal MidCap J
Price$40.56
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets30.83B
OTCJX vs PMBJX Comparison Chart in %
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OTCJX 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 OTCJX is a Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.8B vs. OTCJX (14.1B). PMBJX pays higher dividends than OTCJX: PMBJX (0.06) vs OTCJX (0.00). OTCJX was incepted earlier than PMBJX: OTCJX (21 years) vs PMBJX (25 years). OTCJX (0.79) and PMBJX (0.78) have similar cost to investors . OTCJX is a more actively managed with annual turnover of: 54.00 vs. PMBJX (10.50). OTCJX has a lower initial minimum investment than PMBJX: OTCJX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : -6.46 vs. OTCJX (-7.51). PMBJX return over 5 years is better than : 25.52 vs. OTCJX (11.63).
OTCJXPMBJXOTCJX / PMBJX
Total Expense Ratio0.780.78100%
Annual Report Gross Expense Ratio0.790.78101%
Fund Existence21 years25 years-
Gain YTD1.260-0.564-224%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.1B30.8B46%
Annual Yield % from dividends0.000.06-
Returns for 1 year-7.51-6.46116%
Returns for 3 years29.0432.3990%
Returns for 5 years11.6325.5246%
Returns for 10 years102.5989.12115%
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