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OTCHX vs PEMGX
OTCHX vs PEMGX Comparison
Open Charts OTCHX vs PEMGX
MFS Mid Cap Growth R3
Price$27.05
Change+$0.22 (+0.82%)
VolumeN/A
Net Assets14.13B
OTCHX vs PEMGX Comparison Chart
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OTCHX vs. PEMGX commentary
Apr 30, 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 OTCHX is a Buy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.2B vs. OTCHX (14.1B). OTCHX (0.00) and PEMGX (0.00) have matching dividends . OTCHX was incepted earlier than PEMGX: OTCHX (20 years) vs PEMGX (20 years). OTCHX (1.04) is less costly to investors than PEMGX (0.91). OTCHX is a more actively managed with annual turnover of: 35.00 vs. PEMGX (10.50). OTCHX has a lower initial minimum investment than PEMGX: OTCHX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 7.74 vs. OTCHX (-4.66). PEMGX return over 5 years is better than : 61.11 vs. OTCHX (36.12).
| OTCHX | PEMGX | OTCHX / PEMGX | |
| Total Expense Ratio | 1.03 | 0.91 | 113% |
| Annual Report Gross Expense Ratio | 1.04 | 0.91 | 114% |
| Fund Existence | 20 years | 20 years | - |
| Gain YTD | -5.060 | -2.018 | 251% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 29.2B | 48% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.66 | 7.74 | -60% |
| Returns for 3 years | 15.40 | 28.22 | 55% |
| Returns for 5 years | 36.12 | 61.11 | 59% |
| Returns for 10 years | 84.27 | 81.84 | 103% |
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