OTCAX
Price
$26.92
Change
+$0.58 (+2.20%)
Updated
Apr 24 closing price
Net Assets
13.79B
PEMGX
Price
$41.91
Change
+$0.60 (+1.45%)
Updated
Apr 24 closing price
Net Assets
28.88B
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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$26.92
Change+$0.58 (+2.20%)
VolumeN/A
Net Assets13.79B
Principal MidCap A
Price$41.91
Change+$0.60 (+1.45%)
VolumeN/A
Net Assets28.88B
OTCAX vs PEMGX Comparison Chart
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OTCAX vs. PEMGX commentary
Apr 26, 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 Buy and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.9B vs. OTCAX (13.8B). 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 : 6.61 vs. OTCAX (-6.33). PEMGX return over 5 years is better than : 66.77 vs. OTCAX (36.62).
OTCAXPEMGXOTCAX / PEMGX
Total Expense Ratio1.030.95108%
Annual Report Gross Expense Ratio1.040.95109%
Fund Existence31 years20 years-
Gain YTD-7.482-3.074243%
Front Load6%6%105%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets13.8B28.9B48%
Annual Yield % from dividends0.000.00-
Returns for 1 year-6.336.61-96%
Returns for 3 years7.1221.1834%
Returns for 5 years36.6266.7755%
Returns for 10 years78.8279.5799%
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