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OTCHX vs PEMGX
OTCHX vs PEMGX Comparison
Open Charts OTCHX vs PEMGX
MFS Mid Cap Growth R3
Price$30.17
Change+$0.13 (+0.43%)
VolumeN/A
Net Assets15.21B
OTCHX vs PEMGX Comparison Chart in %
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OTCHX vs. PEMGX commentary
Jul 17, 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: 31.8B vs. OTCHX (15.2B). 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 : 7.49 vs. OTCHX (1.62). PEMGX return over 5 years is better than : 49.97 vs. OTCHX (30.84).
| 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 | 6.299 | 4.716 | 134% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 31.8B | 48% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.62 | 7.49 | 22% |
| Returns for 3 years | 38.50 | 47.88 | 80% |
| Returns for 5 years | 30.84 | 49.97 | 62% |
| Returns for 10 years | 100.40 | 93.58 | 107% |
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