OTCBX
Price
$22.89
Change
+$0.10 (+0.44%)
Updated
Jul 16 closing price
Net Assets
15.21B
PEMGX
Price
$44.99
Change
+$0.36 (+0.81%)
Updated
Jul 16 closing price
Net Assets
31.8B
Interact to see
Advertisement

OTCBX vs PEMGX

Header iconOTCBX vs PEMGX Comparison
Open Charts OTCBX vs PEMGXBanner chart's image
MFS Mid Cap Growth B
Price$22.89
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets15.21B
Principal MidCap A
Price$44.99
Change+$0.36 (+0.81%)
VolumeN/A
Net Assets31.8B
OTCBX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
OTCBX 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 OTCBX is a Buy and PEMGX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.8B vs. OTCBX (15.2B). OTCBX (0.00) and PEMGX (0.00) have matching dividends . OTCBX was incepted earlier than PEMGX: OTCBX (32 years) vs PEMGX (20 years). OTCBX (1.79) is less costly to investors than PEMGX (0.91). OTCBX is a more actively managed with annual turnover of: 35.00 vs. PEMGX (10.50). OTCBX (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. OTCBX (-1.30). PEMGX return over 5 years is better than : 49.97 vs. OTCBX (21.94).
OTCBXPEMGXOTCBX / PEMGX
Total Expense Ratio1.780.91196%
Annual Report Gross Expense Ratio1.790.91197%
Fund Existence32 years20 years-
Gain YTD5.8524.716124%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets15.2B31.8B48%
Annual Yield % from dividends0.000.00-
Returns for 1 year-1.307.49-17%
Returns for 3 years32.5047.8868%
Returns for 5 years21.9449.9744%
Returns for 10 years72.9193.5878%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
SMBK35.550.66
+1.89%
SmartFinancial
IAS8.040.14
+1.77%
Integral Ad Science Holding Corp
IBP191.100.45
+0.24%
Installed Building Products
LRE1.80N/A
N/A
Lead Real Estate Co Ltd
MNDR1.07-0.03
-2.73%
Mobile-health Network Solutions