OTCKX
Price
$34.49
Change
+$0.27 (+0.79%)
Updated
Sep 29 closing price
Net Assets
15.3B
PMBPX
Price
$45.99
Change
+$0.17 (+0.37%)
Updated
Sep 29 closing price
Net Assets
33.04B
Interact to see
Advertisement

OTCKX vs PMBPX

Header iconOTCKX vs PMBPX Comparison
Open Charts OTCKX vs PMBPXBanner chart's image
MFS Mid Cap Growth R6
Price$34.49
Change+$0.27 (+0.79%)
VolumeN/A
Net Assets15.3B
Principal MidCap R5
Price$45.99
Change+$0.17 (+0.37%)
VolumeN/A
Net Assets33.04B
OTCKX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
OTCKX vs. PMBPX commentary
Sep 30, 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 OTCKX is a Hold and PMBPX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. OTCKX (15.3B). PMBPX pays higher dividends than OTCKX: PMBPX (0.01) vs OTCKX (0.00). OTCKX was incepted earlier than PMBPX: OTCKX (13 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than OTCKX (0.67). OTCKX is a more actively managed with annual turnover of: 35.00 vs. PMBPX (10.50). OTCKX (0) and PMBPX (0) have matching initial minimum investment requirements. OTCKX annual gain was more profitable for investors over the last year : 3.73 vs. PMBPX (2.56). PMBPX return over 5 years is better than : 48.73 vs. OTCKX (31.51).
OTCKXPMBPXOTCKX / PMBPX
Total Expense Ratio0.660.8380%
Annual Report Gross Expense Ratio0.670.8381%
Fund Existence13 years25 years-
Gain YTD8.9125.430164%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets15.3B33B46%
Annual Yield % from dividends0.000.01-
Returns for 1 year3.732.56146%
Returns for 3 years52.9056.2394%
Returns for 5 years31.5148.7365%
Returns for 10 years143.21123.12116%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
GOEX65.891.74
+2.71%
Global X Gold Explorers ETF
EWQ43.590.54
+1.25%
iShares MSCI France ETF
KYN12.460.09
+0.73%
Kayne Anderson Energy Infrastructure Fund
LOCT23.910.01
+0.04%
Innovator Premium Income 15 Buf ETF -Oct
ALITF17.00N/A
N/A
ALLIANCE WITAN PLC