OTCHX
Price
$27.86
Change
+$0.44 (+1.60%)
Updated
Mar 5 closing price
Net Assets
14.41B
PEMGX
Price
$43.53
Change
+$0.55 (+1.28%)
Updated
Mar 5 closing price
Net Assets
29.32B
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OTCHX vs PEMGX

Header iconOTCHX vs PEMGX Comparison
Open Charts OTCHX vs PEMGXBanner chart's image
MFS Mid Cap Growth R3
Price$27.86
Change+$0.44 (+1.60%)
VolumeN/A
Net Assets14.41B
Principal MidCap A
Price$43.53
Change+$0.55 (+1.28%)
VolumeN/A
Net Assets29.32B
OTCHX vs PEMGX Comparison Chart
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OTCHX vs. PEMGX commentary
Mar 06, 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 Hold and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.3B vs. OTCHX (14.4B). OTCHX (0.00) and PEMGX (0.00) have matching dividends . OTCHX was incepted earlier than PEMGX: OTCHX (20 years) vs PEMGX (20 years). OTCHX is a more actively managed with annual turnover of: 30.00 vs. PEMGX (10.10). 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 : 9.84 vs. OTCHX (-4.96). PEMGX return over 5 years is better than : 50.33 vs. OTCHX (36.01).
OTCHXPEMGXOTCHX / PEMGX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence20 years20 years-
Gain YTD-2.9720.845-352%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.4B29.3B49%
Annual Yield % from dividends0.000.00-
Returns for 1 year-4.969.84-50%
Returns for 3 years9.8626.3037%
Returns for 5 years36.0150.3372%
Returns for 10 years92.2989.62103%
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