OTCJX
Price
$32.66
Change
-$0.15 (-0.46%)
Updated
Aug 7 closing price
Net Assets
15.25B
PMBMX
Price
$42.89
Change
-$0.31 (-0.72%)
Updated
Aug 7 closing price
Net Assets
32.43B
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OTCJX vs PMBMX

Header iconOTCJX vs PMBMX Comparison
Open Charts OTCJX vs PMBMXBanner chart's image
MFS Mid Cap Growth R4
Price$32.66
Change-$0.15 (-0.46%)
VolumeN/A
Net Assets15.25B
Principal MidCap R3
Price$42.89
Change-$0.31 (-0.72%)
VolumeN/A
Net Assets32.43B
OTCJX vs PMBMX Comparison Chart in %
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OTCJX vs. PMBMX commentary
Aug 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 OTCJX is a Hold and PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.4B vs. OTCJX (15.2B). PMBMX pays higher dividends than OTCJX: PMBMX (0.02) vs OTCJX (0.00). OTCJX was incepted earlier than PMBMX: OTCJX (20 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than OTCJX (0.79). OTCJX is a more actively managed with annual turnover of: 35.00 vs. PMBMX (10.50). OTCJX (0) and PMBMX (0) have matching initial minimum investment requirements. OTCJX (14.24) and PMBMX (13.71) have marching annual gain over last year. PMBMX return over 5 years is better than : 42.84 vs. OTCJX (30.20).
OTCJXPMBMXOTCJX / PMBMX
Total Expense Ratio0.781.1468%
Annual Report Gross Expense Ratio0.791.1469%
Fund Existence20 years25 years-
Gain YTD8.8235.753153%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets15.2B32.4B47%
Annual Yield % from dividends0.000.02-
Returns for 1 year14.2413.71104%
Returns for 3 years29.5334.0787%
Returns for 5 years30.2042.8470%
Returns for 10 years111.1388.20126%
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