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OTCBX vs PEMGX
OTCBX vs PEMGX Comparison
Open Charts OTCBX vs PEMGX
MFS Mid Cap Growth B
Price$25.02
Change+$0.30 (+1.21%)
VolumeN/A
CapitalizationN/A
OTCBX vs PEMGX Comparison Chart
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OTCBX vs. PEMGX commentary
Nov 23, 2024
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 StrongBuy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.9B vs. OTCBX (15.8B). OTCBX (0.00) and PEMGX (0.00) have matching dividends . OTCBX was incepted earlier than PEMGX: OTCBX (31 years) vs PEMGX (19 years). OTCBX is a more actively managed with annual turnover of: 30.00 vs. PEMGX (10.10). OTCBX (1000) and PEMGX (1000) have matching initial minimum investment requirements. PEMGX annual gain was more profitable for investors over the last year : 29.83 vs. OTCBX (25.42). PEMGX return over 5 years is better than : 51.07 vs. OTCBX (46.97).
| OTCBX | PEMGX | OTCBX / PEMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 19 years | - |
| Gain YTD | 18.675 | 25.517 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8B | 29.9B | 53% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 25.42 | 29.83 | 85% |
| Returns for 3 years | -2.06 | 6.94 | -30% |
| Returns for 5 years | 46.97 | 51.07 | 92% |
| Returns for 10 years | 86.57 | 104.42 | 83% |