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OTCHX vs PEMGX
OTCHX vs PEMGX Comparison
Open Charts OTCHX vs PEMGX
MFS Mid Cap Growth R3
Price$28.77
Change+$0.22 (+0.77%)
VolumeN/A
Net Assets14.08B
OTCHX vs PEMGX Comparison Chart in %
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OTCHX vs. PEMGX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.8B vs. OTCHX (14.1B). 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: 54.00 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 : -6.45 vs. OTCHX (-8.17). PEMGX return over 5 years is better than : 25.57 vs. OTCHX (9.47).
| 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 | 1.026 | -0.680 | -151% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 30.8B | 46% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.17 | -6.45 | 127% |
| Returns for 3 years | 27.51 | 32.28 | 85% |
| Returns for 5 years | 9.47 | 25.57 | 37% |
| Returns for 10 years | 94.88 | 89.67 | 106% |
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