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OTCHX vs PEMGX
OTCHX vs PEMGX Comparison
Open Charts OTCHX vs PEMGX
MFS Mid Cap Growth R3
Price$29.92
Change+$0.20 (+0.67%)
VolumeN/A
Net Assets15.39B
OTCHX vs PEMGX Comparison Chart
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OTCHX vs. PEMGX commentary
Jun 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 OTCHX is a Buy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.2B vs. OTCHX (15.4B). 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 : 12.20 vs. OTCHX (5.20). PEMGX return over 5 years is better than : 46.00 vs. OTCHX (35.26).
| 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 | 5.874 | 3.590 | 164% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4B | 31.2B | 49% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.20 | 12.20 | 43% |
| Returns for 3 years | 28.14 | 34.73 | 81% |
| Returns for 5 years | 35.26 | 46.00 | 77% |
| Returns for 10 years | 104.93 | 93.67 | 112% |
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