OTCBX
Price
$18.21
Change
-$0.02 (-0.11%)
Updated
Jul 31 closing price
Net Assets
13B
PEMGX
Price
$38.86
Change
-$0.30 (-0.77%)
Updated
Jul 31 closing price
Net Assets
23.1B
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OTCBX vs PEMGX

OTCBX vs PEMGX Comparison Chart in %
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OTCBX vs. PEMGX commentary
Aug 03, 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 Buy and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 23.1B vs. OTCBX (13B). 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 : -14.48 vs. OTCBX (-21.41). PEMGX return over 5 years is better than : -5.82 vs. OTCBX (-26.28).
OTCBXPEMGXOTCBX / PEMGX
Total Expense Ratio1.770.90197%
Annual Report Gross Expense Ratio1.780.90198%
Fund Existence33 years21 years-
Gain YTD1.618-4.591-35%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets13B23.1B56%
Annual Yield % from dividends0.000.00-
Returns for 1 year-21.41-14.48148%
Returns for 3 years-7.8411.28-70%
Returns for 5 years-26.28-5.82452%
Returns for 10 years43.7376.2557%
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