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OTCJX vs PMBPX
OTCJX vs PMBPX Comparison
Open Charts OTCJX vs PMBPX
MFS Mid Cap Growth R4
Price$32.91
Change+$0.33 (+1.01%)
VolumeN/A
Net Assets15.15B
OTCJX vs PMBPX Comparison Chart in %
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OTCJX vs. PMBPX commentary
Oct 09, 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 StrongBuy and PMBPX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.9B vs. OTCJX (15.2B). PMBPX pays higher dividends than OTCJX: PMBPX (0.01) vs OTCJX (0.00). OTCJX was incepted earlier than PMBPX: OTCJX (21 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. PMBPX annual gain was more profitable for investors over the last year : 2.65 vs. OTCJX (2.32). PMBPX return over 5 years is better than : 38.96 vs. OTCJX (21.21).
| OTCJX | PMBPX | OTCJX / PMBPX | |
| Total Expense Ratio | 0.78 | 0.83 | 94% |
| Annual Report Gross Expense Ratio | 0.79 | 0.83 | 95% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 8.060 | 4.740 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 32.9B | 46% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 2.32 | 2.65 | 88% |
| Returns for 3 years | 48.36 | 53.74 | 90% |
| Returns for 5 years | 21.21 | 38.96 | 54% |
| Returns for 10 years | 122.54 | 107.97 | 113% |
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