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
Sep 12, 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 Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 21.3B vs. OTCAX (12.5B). 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. PEMGX annual gain was more profitable for investors over the last year : -19.11 vs. OTCAX (-20.52). PEMGX return over 5 years is better than : -9.00 vs. OTCAX (-20.47).
| 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 | -0.158 | -8.102 | 2% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 21.3B | 59% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -20.52 | -19.11 | 107% |
| Returns for 3 years | 2.90 | 9.32 | 31% |
| Returns for 5 years | -20.47 | -9.00 | 228% |
| Returns for 10 years | 74.77 | 71.78 | 104% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement