OTCIX
Price
$34.26
Change
-$0.15 (-0.44%)
Updated
Sep 16 closing price
Net Assets
15.61B
PEMGX
Price
$45.56
Change
-$0.15 (-0.33%)
Updated
Sep 16 closing price
Net Assets
33.2B
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OTCIX vs PEMGX

Header iconOTCIX vs PEMGX Comparison
Open Charts OTCIX vs PEMGXBanner chart's image
MFS Mid Cap Growth I
Price$34.26
Change-$0.15 (-0.44%)
VolumeN/A
Net Assets15.61B
Principal MidCap A
Price$45.56
Change-$0.15 (-0.33%)
VolumeN/A
Net Assets33.2B
OTCIX vs PEMGX Comparison Chart in %
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OTCIX vs. PEMGX commentary
Sep 18, 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 Hold and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. OTCIX (15.6B). 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). OTCIX annual gain was more profitable for investors over the last year : 8.21 vs. PEMGX (6.28). PEMGX return over 5 years is better than : 46.60 vs. OTCIX (34.73).
OTCIXPEMGXOTCIX / PEMGX
Total Expense Ratio0.780.9186%
Annual Report Gross Expense Ratio0.790.9187%
Fund Existence29 years20 years-
Gain YTD11.1087.250153%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.6B33.2B47%
Annual Yield % from dividends0.000.00-
Returns for 1 year8.216.28131%
Returns for 3 years44.8247.8394%
Returns for 5 years34.7346.6075%
Returns for 10 years129.71111.52116%
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