OTCAX
Price
$25.92
Change
-$1.39 (-5.09%)
Updated
Apr 3 closing price
Net Assets
14.17B
PEMGX
Price
$41.35
Change
-$1.70 (-3.95%)
Updated
Apr 3 closing price
Net Assets
29.76B
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OTCAX vs PEMGX

Header iconOTCAX vs PEMGX Comparison
Open Charts OTCAX vs PEMGXBanner chart's image
MFS Mid Cap Growth A
Price$25.92
Change-$1.39 (-5.09%)
VolumeN/A
Net Assets14.17B
Principal MidCap A
Price$41.35
Change-$1.70 (-3.95%)
VolumeN/A
Net Assets29.76B
OTCAX vs PEMGX Comparison Chart
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OTCAX vs. PEMGX 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 OTCAX is a Hold and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.8B vs. OTCAX (14.2B). OTCAX (0.00) and PEMGX (0.00) have matching dividends . OTCAX was incepted earlier than PEMGX: OTCAX (31 years) vs PEMGX (20 years). OTCAX (1.04) is less costly to investors than PEMGX (0.95). OTCAX is a more actively managed with annual turnover of: 35.00 vs. PEMGX (10.50). OTCAX (6%) and PEMGX (6%) have equivalent initial investment costs. OTCAX (1000) and PEMGX (1000) have matching initial minimum investment requirements. PEMGX annual gain was more profitable for investors over the last year : 7.33 vs. OTCAX (-6.41). PEMGX return over 5 years is better than : 101.64 vs. OTCAX (62.46).
OTCAXPEMGXOTCAX / PEMGX
Total Expense Ratio1.030.95108%
Annual Report Gross Expense Ratio1.040.95109%
Fund Existence31 years20 years-
Gain YTD-4.0741.009-404%
Front Load6%6%105%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets14.2B29.8B48%
Annual Yield % from dividends0.000.00-
Returns for 1 year-6.417.33-87%
Returns for 3 years3.6419.0919%
Returns for 5 years62.46101.6461%
Returns for 10 years86.1686.08100%
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