OTCKX
Price
$33.85
Change
-$0.37 (-1.08%)
Updated
Aug 19 closing price
Net Assets
15.22B
PMBPX
Price
$46.16
Change
+$0.25 (+0.54%)
Updated
Aug 19 closing price
Net Assets
32.44B
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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$33.85
Change-$0.37 (-1.08%)
VolumeN/A
Net Assets15.22B
Principal MidCap R5
Price$46.16
Change+$0.25 (+0.54%)
VolumeN/A
Net Assets32.44B
OTCKX vs PMBPX Comparison Chart in %
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OTCKX vs. PMBPX commentary
Aug 20, 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 StrongBuy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.4B vs. OTCKX (15.2B). 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. PMBPX annual gain was more profitable for investors over the last year : 8.19 vs. OTCKX (7.31). PMBPX return over 5 years is better than : 45.20 vs. OTCKX (30.56).
OTCKXPMBPXOTCKX / PMBPX
Total Expense Ratio0.660.8380%
Annual Report Gross Expense Ratio0.670.8381%
Fund Existence13 years25 years-
Gain YTD8.9125.637158%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets15.2B32.4B47%
Annual Yield % from dividends0.000.01-
Returns for 1 year7.318.1989%
Returns for 3 years31.1133.9492%
Returns for 5 years30.5645.2068%
Returns for 10 years128.59108.80118%
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