OTCKX
Price
$30.18
Change
+$0.45 (+1.51%)
Updated
Apr 2 closing price
Net Assets
13.92B
PMBPX
Price
$43.91
Change
+$0.40 (+0.92%)
Updated
Apr 2 closing price
Net Assets
29.49B
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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$30.18
Change+$0.45 (+1.51%)
VolumeN/A
Net Assets13.92B
Principal MidCap R5
Price$43.91
Change+$0.40 (+0.92%)
VolumeN/A
Net Assets29.49B
OTCKX vs PMBPX Comparison Chart
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OTCKX vs. PMBPX commentary
Apr 04, 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: 29.5B vs. OTCKX (13.9B). PMBPX pays higher dividends than OTCKX: PMBPX (0.01) vs OTCKX (0.00). OTCKX was incepted earlier than PMBPX: OTCKX (12 years) vs PMBPX (24 years). PMBPX (0.84) 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 : 6.97 vs. OTCKX (-6.51). PMBPX return over 5 years is better than : 101.36 vs. OTCKX (64.71).
OTCKXPMBPXOTCKX / PMBPX
Total Expense Ratio0.660.8479%
Annual Report Gross Expense Ratio0.670.8480%
Fund Existence12 years24 years-
Gain YTD-5.3790.115-4,675%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets13.9B29.5B47%
Annual Yield % from dividends0.000.01-
Returns for 1 year-6.516.97-93%
Returns for 3 years4.8719.5425%
Returns for 5 years64.71101.3664%
Returns for 10 years95.2188.35108%
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