OTCBX
Price
$22.72
Change
+$0.15 (+0.66%)
Updated
Jun 6 closing price
Net Assets
15.3B
PEMGX
Price
$44.15
Change
+$0.29 (+0.66%)
Updated
Jun 6 closing price
Net Assets
30.93B
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$22.72
Change+$0.15 (+0.66%)
VolumeN/A
Net Assets15.3B
Principal MidCap A
Price$44.15
Change+$0.29 (+0.66%)
VolumeN/A
Net Assets30.93B
OTCBX vs PEMGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
OTCBX vs. PEMGX commentary
Jun 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 OTCBX is a Buy and PEMGX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.9B vs. OTCBX (15.3B). 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 : 11.46 vs. OTCBX (1.53). PEMGX return over 5 years is better than : 45.04 vs. OTCBX (25.25).
OTCBXPEMGXOTCBX / PEMGX
Total Expense Ratio1.780.91196%
Annual Report Gross Expense Ratio1.790.91197%
Fund Existence32 years20 years-
Gain YTD4.8302.909166%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets15.3B30.9B50%
Annual Yield % from dividends0.000.00-
Returns for 1 year1.5311.4613%
Returns for 3 years21.8033.8464%
Returns for 5 years25.2545.0456%
Returns for 10 years75.7892.4082%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
VFH124.191.72
+1.40%
Vanguard Financials ETF
KVLE25.630.32
+1.27%
KraneShares Value Line® Dyn Div Eq ETF
IVOV93.171.16
+1.26%
Vanguard S&P Mid-Cap 400 Value ETF
LEXI31.500.14
+0.45%
Alexis Practical Tactical ETF
MIN2.66-0.01
-0.38%
MFS Intermediate Income Trust