OTCAX
Price
$28.97
Change
+$0.38 (+1.33%)
Updated
Dec 20 closing price
PEMGX
Price
$43.02
Change
+$0.52 (+1.22%)
Updated
Dec 20 closing price
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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$28.97
Change+$0.38 (+1.33%)
VolumeN/A
CapitalizationN/A
Principal MidCap A
Price$43.02
Change+$0.52 (+1.22%)
VolumeN/A
CapitalizationN/A
OTCAX vs PEMGX Comparison Chart
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OTCAX vs. PEMGX commentary
Dec 22, 2024

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 Buy and PEMGX is a Buy.

FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.8B vs. OTCAX (15.2B). OTCAX (0.00) and PEMGX (0.00) have matching dividends . OTCAX was incepted earlier than PEMGX: OTCAX (31 years) vs PEMGX (20 years). OTCAX is a more actively managed with annual turnover of: 30.00 vs. PEMGX (10.10). OTCAX (1000) and PEMGX (1000) have matching initial minimum investment requirements. PEMGX annual gain was more profitable for investors over the last year : 18.15 vs. OTCAX (9.11). PEMGX return over 5 years is better than : 43.12 vs. OTCAX (37.49).
OTCAXPEMGXOTCAX / PEMGX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence31 years20 years-
Gain YTD8.34017.15749%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets15.2B28.8B53%
Annual Yield % from dividends0.000.00-
Returns for 1 year9.1118.1550%
Returns for 3 years-3.089.89-31%
Returns for 5 years37.4943.1287%
Returns for 10 years108.7298.07111%
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