OTCBX
Price
$17.66
Change
-$0.17 (-0.95%)
Updated
Sep 15 closing price
Net Assets
12.46B
PEMGX
Price
$37.30
Change
-$0.51 (-1.35%)
Updated
Sep 15 closing price
Net Assets
21.29B
Interact to see
Advertisement

OTCBX vs PEMGX

OTCBX vs PEMGX Comparison Chart in %
View a ticker or compare two or three
VS
OTCBX vs. PEMGX commentary
Sep 16, 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 Hold and PEMGX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 21.3B vs. OTCBX (12.5B). 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 : -17.28 vs. OTCBX (-24.93). PEMGX return over 5 years is better than : -8.45 vs. OTCBX (-29.91).
OTCBXPEMGXOTCBX / PEMGX
Total Expense Ratio1.770.90197%
Annual Report Gross Expense Ratio1.780.90198%
Fund Existence33 years21 years-
Gain YTD-0.502-7.1697%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets12.5B21.3B59%
Annual Yield % from dividends0.000.00-
Returns for 1 year-24.93-17.28144%
Returns for 3 years-6.2610.36-60%
Returns for 5 years-29.91-8.45354%
Returns for 10 years42.0773.2857%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
NWCAX52.48N/A
N/A
Nuveen Winslow Large-Cap Growth ESG A
FCAOX16.26N/A
N/A
Fidelity Advisor Climate Action M
TRUZX58.39N/A
N/A
T. Rowe Price New Horizons Z
DESCX28.02N/A
N/A
DWS Enhanced Core Equity C
ACUIX44.61-0.08
-0.18%
Columbia Dividend Opportunity C