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OTCHX vs PEMGX
OTCHX vs PEMGX Comparison
Open Charts OTCHX vs PEMGX
MFS Mid Cap Growth R3
Price$30.48
Change-$0.22 (-0.72%)
VolumeN/A
Net Assets15.27B
OTCHX vs PEMGX Comparison Chart in %
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OTCHX vs. PEMGX commentary
Oct 08, 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 StrongBuy and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.1B vs. OTCHX (15.3B). OTCHX (0.00) and PEMGX (0.00) have matching dividends . OTCHX was incepted earlier than PEMGX: OTCHX (21 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 : 4.13 vs. OTCHX (3.16). PEMGX return over 5 years is better than : 39.26 vs. OTCHX (21.30).
| OTCHX | PEMGX | OTCHX / PEMGX | |
| Total Expense Ratio | 1.03 | 0.91 | 113% |
| Annual Report Gross Expense Ratio | 1.04 | 0.91 | 114% |
| Fund Existence | 21 years | 20 years | - |
| Gain YTD | 8.634 | 5.373 | 161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 33.1B | 46% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.16 | 4.13 | 77% |
| Returns for 3 years | 47.67 | 54.12 | 88% |
| Returns for 5 years | 21.30 | 39.26 | 54% |
| Returns for 10 years | 115.59 | 105.92 | 109% |
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