OTCJX
Price
$33.36
Change
+$0.01 (+0.03%)
Updated
Sep 17 closing price
Net Assets
15.61B
PMBPX
Price
$46.36
Change
-$0.12 (-0.26%)
Updated
Sep 17 closing price
Net Assets
33.2B
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OTCJX vs PMBPX

Header iconOTCJX vs PMBPX Comparison
Open Charts OTCJX vs PMBPXBanner chart's image
MFS Mid Cap Growth R4
Price$33.36
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets15.61B
Principal MidCap R5
Price$46.36
Change-$0.12 (-0.26%)
VolumeN/A
Net Assets33.2B
OTCJX vs PMBPX Comparison Chart in %
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OTCJX 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 OTCJX is a Hold and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. OTCJX (15.6B). PMBPX pays higher dividends than OTCJX: PMBPX (0.01) vs OTCJX (0.00). OTCJX was incepted earlier than PMBPX: OTCJX (20 years) vs PMBPX (25 years). PMBPX (0.83) and OTCJX (0.79) have similar cost to investors . OTCJX is a more actively managed with annual turnover of: 35.00 vs. PMBPX (10.50). OTCJX (0) and PMBPX (0) have matching initial minimum investment requirements. OTCJX annual gain was more profitable for investors over the last year : 7.44 vs. PMBPX (6.05). PMBPX return over 5 years is better than : 48.61 vs. OTCJX (34.15).
OTCJXPMBPXOTCJX / PMBPX
Total Expense Ratio0.780.8394%
Annual Report Gross Expense Ratio0.790.8395%
Fund Existence20 years25 years-
Gain YTD10.6146.949153%
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 year7.446.05123%
Returns for 3 years43.9447.9492%
Returns for 5 years34.1548.6170%
Returns for 10 years126.87114.30111%
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