OTCBX
Price
$19.75
Change
+$1.63 (+9.00%)
Updated
Apr 9 closing price
Net Assets
13.67B
PEMGX
Price
$41.11
Change
+$2.98 (+7.82%)
Updated
Apr 9 closing price
Net Assets
28.5B
Ad is loading...

OTCBX vs PEMGX

Header iconOTCBX vs PEMGX Comparison
Open Charts OTCBX vs PEMGXBanner chart's image
MFS Mid Cap Growth B
Price$19.75
Change+$1.63 (+9.00%)
VolumeN/A
Net Assets13.67B
Principal MidCap A
Price$41.11
Change+$2.98 (+7.82%)
VolumeN/A
Net Assets28.5B
OTCBX vs PEMGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
OTCBX vs. PEMGX commentary
Apr 11, 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.

Ad is loading...
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.5B vs. OTCBX (13.7B). OTCBX (0.00) and PEMGX (0.00) have matching dividends . OTCBX was incepted earlier than PEMGX: OTCBX (31 years) vs PEMGX (20 years). OTCBX (1.79) is less costly to investors than PEMGX (0.95). 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 : -4.84 vs. OTCBX (-20.70). PEMGX return over 5 years is better than : 51.97 vs. OTCBX (19.29).
OTCBXPEMGXOTCBX / PEMGX
Total Expense Ratio1.780.95187%
Annual Report Gross Expense Ratio1.790.95188%
Fund Existence31 years20 years-
Gain YTD-15.838-10.535150%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets13.7B28.5B48%
Annual Yield % from dividends0.000.00-
Returns for 1 year-20.70-4.84428%
Returns for 3 years-10.787.96-136%
Returns for 5 years19.2951.9737%
Returns for 10 years39.4964.1162%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
IBLC24.983.08
+14.06%
iShares Blockchain and Tech ETF
SPGM60.204.70
+8.47%
SPDR® Portfolio MSCI Global Stk Mkt ETF
IWS119.348.76
+7.92%
iShares Russell Mid-Cap Value ETF
NJAN46.093.11
+7.24%
Innovator Growth-100 Pwr Buff ETF™ Jan
BSMW23.84-0.22
-0.91%
Invesco BulletShares 2032 Muncpl Bd ETF