OTCBX
Price
$23.08
Change
-$0.18 (-0.77%)
Updated
Oct 7 closing price
Net Assets
15.27B
PEMGX
Price
$44.59
Change
-$0.32 (-0.71%)
Updated
Oct 7 closing price
Net Assets
33.08B
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$23.08
Change-$0.18 (-0.77%)
VolumeN/A
Net Assets15.27B
Principal MidCap A
Price$44.59
Change-$0.32 (-0.71%)
VolumeN/A
Net Assets33.08B
OTCBX vs PEMGX Comparison Chart in %
View a ticker or compare two or three
VS
OTCBX vs. PEMGX commentary
Oct 08, 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 StrongBuy and PEMGX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.1B 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 : 4.13 vs. OTCBX (0.26). PEMGX return over 5 years is better than : 39.26 vs. OTCBX (13.08).
OTCBXPEMGXOTCBX / PEMGX
Total Expense Ratio1.780.91196%
Annual Report Gross Expense Ratio1.790.91197%
Fund Existence32 years20 years-
Gain YTD8.0355.373150%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets15.3B33.1B46%
Annual Yield % from dividends0.000.00-
Returns for 1 year0.264.136%
Returns for 3 years41.3154.1276%
Returns for 5 years13.0839.2633%
Returns for 10 years86.08105.9281%
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 %
RGEF29.850.15
+0.50%
Rockefeller Global Equity ETF
KIE60.040.13
+0.22%
SPDR® S&P Insurance ETF
RMIF24.98-0.02
-0.08%
LHA Risk-Managed Income ETF
OVL52.20-0.25
-0.47%
Overlay Shares Large Cap Equity ETF
DFIV46.27-0.29
-0.62%
Dimensional International Value ETF