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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
Jul 17, 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.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.8B vs. OTCAX (15.2B). 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 : 7.49 vs. OTCAX (1.68). PEMGX return over 5 years is better than : 49.97 vs. OTCAX (30.94).
| 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 | 6.287 | 4.716 | 133% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 31.8B | 48% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.68 | 7.49 | 22% |
| Returns for 3 years | 38.55 | 47.88 | 81% |
| Returns for 5 years | 30.94 | 49.97 | 62% |
| Returns for 10 years | 100.80 | 93.58 | 108% |
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