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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 14, 2026
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: 23.7B vs. OTCAX (13.6B). OTCAX (0.00) and PEMGX (0.00) have matching dividends . OTCAX was incepted earlier than PEMGX: OTCAX (33 years) vs PEMGX (21 years). OTCAX (1.03) is less costly to investors than PEMGX (0.90). OTCAX is a more actively managed with annual turnover of: 54.00 vs. PEMGX (13.70). OTCAX (6%) and PEMGX (6%) have equivalent initial investment costs. OTCAX (1000) and PEMGX (1000) have matching initial minimum investment requirements. OTCAX annual gain was more profitable for investors over the last year : -12.18 vs. PEMGX (-13.38). PEMGX return over 5 years is better than : -2.33 vs. OTCAX (-10.17).
| OTCAX | PEMGX | OTCAX / PEMGX | |
| Total Expense Ratio | 1.02 | 0.90 | 113% |
| Annual Report Gross Expense Ratio | 1.03 | 0.90 | 114% |
| Fund Existence | 33 years | 21 years | - |
| Gain YTD | 5.305 | -4.297 | -123% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.6B | 23.7B | 57% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -12.18 | -13.38 | 91% |
| Returns for 3 years | 4.97 | 11.31 | 44% |
| Returns for 5 years | -10.17 | -2.33 | 436% |
| Returns for 10 years | 81.82 | 77.19 | 106% |
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