OTCKX
Price
$33.09
Change
-$0.23 (-0.69%)
Updated
Jun 9 closing price
Net Assets
15.39B
PMBPX
Price
$44.86
Change
-$0.17 (-0.38%)
Updated
Jun 9 closing price
Net Assets
31.15B
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OTCKX vs PMBPX

Header iconOTCKX vs PMBPX Comparison
Open Charts OTCKX vs PMBPXBanner chart's image
MFS Mid Cap Growth R6
Price$33.09
Change-$0.23 (-0.69%)
VolumeN/A
Net Assets15.39B
Principal MidCap R5
Price$44.86
Change-$0.17 (-0.38%)
VolumeN/A
Net Assets31.15B
OTCKX vs PMBPX Comparison Chart
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OTCKX vs. PMBPX commentary
Jun 10, 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 Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.2B vs. OTCKX (15.4B). PMBPX pays higher dividends than OTCKX: PMBPX (0.01) vs OTCKX (0.00). OTCKX was incepted earlier than PMBPX: OTCKX (12 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. PMBPX annual gain was more profitable for investors over the last year : 13.12 vs. OTCKX (6.69). PMBPX return over 5 years is better than : 50.01 vs. OTCKX (38.78).
OTCKXPMBPXOTCKX / PMBPX
Total Expense Ratio0.660.8380%
Annual Report Gross Expense Ratio0.670.8381%
Fund Existence12 years25 years-
Gain YTD6.0473.613167%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets15.4B31.2B49%
Annual Yield % from dividends0.000.01-
Returns for 1 year6.6913.1251%
Returns for 3 years39.3044.4888%
Returns for 5 years38.7850.0178%
Returns for 10 years115.5295.60121%
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