Interact to see
Advertisement
Advertisement
OTCAX vs PEMGX
OTCAX vs PEMGX Comparison
Open Charts OTCAX vs PEMGX
OTCAX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OTCAX vs. PEMGX commentary
Aug 07, 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.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.4B vs. OTCAX (15.1B). 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 : 12.89 vs. OTCAX (11.68). PEMGX return over 5 years is better than : 45.20 vs. OTCAX (27.33).
| 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 | 8.184 | 5.819 | 141% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1B | 32.4B | 47% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 11.68 | 12.89 | 91% |
| Returns for 3 years | 27.80 | 35.93 | 77% |
| Returns for 5 years | 27.33 | 45.20 | 60% |
| Returns for 10 years | 104.65 | 96.55 | 108% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers