OTCHX
Price
$30.58
Change
-$0.16 (-0.52%)
Updated
Aug 5 closing price
Net Assets
15.2B
PEMGX
Price
$45.10
Change
-$0.70 (-1.53%)
Updated
Aug 5 closing price
Net Assets
32.88B
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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$30.58
Change-$0.16 (-0.52%)
VolumeN/A
Net Assets15.2B
Principal MidCap A
Price$45.10
Change-$0.70 (-1.53%)
VolumeN/A
Net Assets32.88B
OTCHX vs PEMGX Comparison Chart in %
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OTCHX vs. PEMGX commentary
Aug 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: 32.9B 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 : 15.69 vs. OTCHX (13.43). PEMGX return over 5 years is better than : 47.69 vs. OTCHX (26.92).
OTCHXPEMGXOTCHX / PEMGX
Total Expense Ratio1.030.91113%
Annual Report Gross Expense Ratio1.040.91114%
Fund Existence20 years20 years-
Gain YTD8.7767.461118%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.2B32.9B46%
Annual Yield % from dividends0.000.00-
Returns for 1 year13.4315.6986%
Returns for 3 years28.4038.0375%
Returns for 5 years26.9247.6956%
Returns for 10 years105.3499.60106%
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