OTCBX
Price
$18.92
Change
+$0.08 (+0.42%)
Updated
Jun 22 closing price
Net Assets
13.89B
PEMGX
Price
$37.87
Change
-$0.39 (-1.02%)
Updated
Jun 22 closing price
Net Assets
23.7B
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OTCBX vs PEMGX

OTCBX vs PEMGX Comparison Chart in %
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OTCBX vs. PEMGX commentary
Jun 24, 2026

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.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 23.7B vs. OTCBX (13.9B). OTCBX (0.00) and PEMGX (0.00) have matching dividends . OTCBX was incepted earlier than PEMGX: OTCBX (33 years) vs PEMGX (21 years). OTCBX (1.78) is less costly to investors than PEMGX (0.90). OTCBX is a more actively managed with annual turnover of: 54.00 vs. PEMGX (13.70). OTCBX (1000) and PEMGX (1000) have matching initial minimum investment requirements. PEMGX annual gain was more profitable for investors over the last year : -12.39 vs. OTCBX (-16.08). PEMGX return over 5 years is better than : -2.84 vs. OTCBX (-19.83).
OTCBXPEMGXOTCBX / PEMGX
Total Expense Ratio1.770.90197%
Annual Report Gross Expense Ratio1.780.90198%
Fund Existence33 years21 years-
Gain YTD5.134-6.064-85%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets13.9B23.7B59%
Annual Yield % from dividends0.000.00-
Returns for 1 year-16.08-12.39130%
Returns for 3 years-0.1614.28-1%
Returns for 5 years-19.83-2.84697%
Returns for 10 years57.7984.5368%
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