Interact to see
Advertisement
Advertisement
OTCBX vs PEMGX
OTCBX vs PEMGX Comparison
Open Charts OTCBX vs PEMGX
OTCBX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OTCBX vs. PEMGX commentary
Sep 16, 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 Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. OTCBX (15.5B). 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 : 7.41 vs. OTCBX (4.50). PEMGX return over 5 years is better than : 45.46 vs. OTCBX (21.82).
| OTCBX | PEMGX | OTCBX / PEMGX | |
| Total Expense Ratio | 1.78 | 0.91 | 196% |
| Annual Report Gross Expense Ratio | 1.79 | 0.91 | 197% |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | 9.940 | 7.438 | 134% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 33.2B | 47% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.50 | 7.41 | 61% |
| Returns for 3 years | 36.27 | 48.09 | 75% |
| Returns for 5 years | 21.82 | 45.46 | 48% |
| Returns for 10 years | 88.61 | 111.89 | 79% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RJMG | 26.00 | 0.27 | +1.06% |
| FT Raymond James Multcp Gr Eq ETF | |||
| IGI | 16.97 | 0.10 | +0.59% |
| Western Asset Investment Grade Opportunity Trust Inc | |||
| COWG | 36.10 | 0.10 | +0.28% |
| Pacer US Large Cp CA Cows Gr Ldrs ETF | |||
| DJUL | 46.50 | 0.04 | +0.08% |
| FT Vest US Equity Deep Bffr ETF Jul | |||
| CBTA | 32.68 | -0.20 | -0.62% |
| Calamos Bitcoin 80 Series Structured Alt Protection ETF - April | |||