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OTCHX vs PEMGX
OTCHX vs PEMGX Comparison
Open Charts OTCHX vs PEMGX
MFS Mid Cap Growth R3
Price$30.13
Change+$0.41 (+1.38%)
VolumeN/A
Net Assets15.71B
OTCHX vs PEMGX Comparison Chart
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OTCHX vs. PEMGX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.1B vs. OTCHX (15.7B). 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 : 19.45 vs. OTCHX (10.73). PEMGX return over 5 years is better than : 42.66 vs. OTCHX (38.23).
| OTCHX | PEMGX | OTCHX / PEMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 20 years | - |
| Gain YTD | 5.166 | 4.036 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 30.1B | 52% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.73 | 19.45 | 55% |
| Returns for 3 years | 12.70 | 22.76 | 56% |
| Returns for 5 years | 38.23 | 42.66 | 90% |
| Returns for 10 years | 120.15 | 108.06 | 111% |