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OTCIX vs PEMGX
OTCIX vs PEMGX Comparison
Open Charts OTCIX vs PEMGX
OTCIX vs PEMGX Comparison Chart in %
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OTCIX vs. PEMGX commentary
Oct 08, 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 OTCIX is a StrongBuy and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.1B vs. OTCIX (15.3B). OTCIX (0.00) and PEMGX (0.00) have matching dividends . OTCIX was incepted earlier than PEMGX: OTCIX (29 years) vs PEMGX (20 years). PEMGX (0.91) is less costly to investors than OTCIX (0.79). OTCIX is a more actively managed with annual turnover of: 35.00 vs. PEMGX (10.50). OTCIX has a lower initial minimum investment than PEMGX: OTCIX (0) vs PEMGX (1000). PEMGX (4.13) and OTCIX (4.08) have marching annual gain over last year. PEMGX return over 5 years is better than : 39.26 vs. OTCIX (23.98).
| OTCIX | PEMGX | OTCIX / PEMGX | |
| Total Expense Ratio | 0.78 | 0.91 | 86% |
| Annual Report Gross Expense Ratio | 0.79 | 0.91 | 87% |
| Fund Existence | 29 years | 20 years | - |
| Gain YTD | 8.847 | 5.373 | 165% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 33.1B | 46% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.08 | 4.13 | 99% |
| Returns for 3 years | 49.69 | 54.12 | 92% |
| Returns for 5 years | 23.98 | 39.26 | 61% |
| Returns for 10 years | 125.94 | 105.92 | 119% |
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