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OTCGX vs PEMGX
OTCGX vs PEMGX Comparison
Open Charts OTCGX vs PEMGX
MFS Mid Cap Growth R1
Price$21.37
Change+$0.20 (+0.94%)
VolumeN/A
Net Assets14.71B
OTCGX vs PEMGX Comparison Chart
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OTCGX vs. PEMGX commentary
May 09, 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 OTCGX is a Buy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.2B vs. OTCGX (14.7B). OTCGX (0.00) and PEMGX (0.00) have matching dividends . OTCGX was incepted earlier than PEMGX: OTCGX (20 years) vs PEMGX (20 years). OTCGX (1.79) is less costly to investors than PEMGX (0.91). OTCGX is a more actively managed with annual turnover of: 35.00 vs. PEMGX (10.50). OTCGX has a lower initial minimum investment than PEMGX: OTCGX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 8.82 vs. OTCGX (-4.47). PEMGX return over 5 years is better than : 63.50 vs. OTCGX (27.76).
| OTCGX | PEMGX | OTCGX / PEMGX | |
| Total Expense Ratio | 1.78 | 0.91 | 196% |
| Annual Report Gross Expense Ratio | 1.79 | 0.91 | 197% |
| Fund Existence | 20 years | 20 years | - |
| Gain YTD | -1.075 | 1.009 | -107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.7B | 30.2B | 49% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.47 | 8.82 | -51% |
| Returns for 3 years | 23.66 | 40.78 | 58% |
| Returns for 5 years | 27.76 | 63.50 | 44% |
| Returns for 10 years | 66.04 | 87.86 | 75% |
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