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OTCAX vs PEMGX
OTCAX vs PEMGX Comparison
Open Charts OTCAX vs PEMGX
OTCAX vs PEMGX Comparison Chart in %
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OTCAX vs. PEMGX commentary
Jun 25, 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 StrongBuy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31B vs. OTCAX (15.3B). OTCAX (0.00) and PEMGX (0.00) have matching dividends . OTCAX was incepted earlier than PEMGX: OTCAX (32 years) vs PEMGX (20 years). OTCAX (1.04) is less costly to investors than PEMGX (0.91). 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 : 10.67 vs. OTCAX (4.16). PEMGX return over 5 years is better than : 55.85 vs. OTCAX (36.87).
| OTCAX | PEMGX | OTCAX / PEMGX | |
| Total Expense Ratio | 1.03 | 0.91 | 113% |
| Annual Report Gross Expense Ratio | 1.04 | 0.91 | 114% |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | 5.479 | 3.707 | 148% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 31B | 49% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.16 | 10.67 | 39% |
| Returns for 3 years | 34.54 | 45.06 | 77% |
| Returns for 5 years | 36.87 | 55.85 | 66% |
| Returns for 10 years | 100.87 | 91.55 | 110% |
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