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OTCAX
Price
$31.95
Change
+$0.52 (+1.65%)
Updated
Nov 21 closing price
PEMGX
Price
$46.09
Change
+$0.59 (+1.30%)
Updated
Nov 21 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$31.95
Change+$0.52 (+1.65%)
VolumeN/A
CapitalizationN/A
Principal MidCap A
Price$46.09
Change+$0.59 (+1.30%)
VolumeN/A
CapitalizationN/A
OTCAX vs PEMGX Comparison Chart
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OTCAX vs. PEMGX commentary
Nov 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 StrongBuy and PEMGX is a Buy.

FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.5B vs. OTCAX (15.5B). OTCAX (0.00) and PEMGX (0.00) have matching dividends . OTCAX was incepted earlier than PEMGX: OTCAX (31 years) vs PEMGX (19 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 : 29.83 vs. OTCAX (24.33). OTCAX (52.13) and PEMGX (51.07) have equivalent 5 years return.
OTCAXPEMGXOTCAX / PEMGX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence31 years19 years-
Gain YTD17.53925.51769%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets15.5B29.5B53%
Annual Yield % from dividends0.000.00-
Returns for 1 year24.3329.8382%
Returns for 3 years-1.326.89-19%
Returns for 5 years52.1351.07102%
Returns for 10 years110.66104.51106%
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