OTCIX
Price
$33.73
Change
+$0.35 (+1.05%)
Updated
Aug 12 closing price
Net Assets
15.1B
PEMGX
Price
$45.12
Change
+$0.42 (+0.94%)
Updated
Aug 12 closing price
Net Assets
32.16B
Interact to see
Advertisement

OTCIX vs PEMGX

Header iconOTCIX vs PEMGX Comparison
Open Charts OTCIX vs PEMGXBanner chart's image
MFS Mid Cap Growth I
Price$33.73
Change+$0.35 (+1.05%)
VolumeN/A
Net Assets15.1B
Principal MidCap A
Price$45.12
Change+$0.42 (+0.94%)
VolumeN/A
Net Assets32.16B
OTCIX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
OTCIX vs. PEMGX commentary
Aug 13, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.2B vs. OTCIX (15.1B). 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 annual gain was more profitable for investors over the last year : 11.33 vs. OTCIX (10.09). PEMGX return over 5 years is better than : 42.58 vs. OTCIX (29.08).
OTCIXPEMGXOTCIX / PEMGX
Total Expense Ratio0.780.9186%
Annual Report Gross Expense Ratio0.790.9187%
Fund Existence29 years20 years-
Gain YTD7.7824.880159%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.1B32.2B47%
Annual Yield % from dividends0.000.00-
Returns for 1 year10.0911.3389%
Returns for 3 years26.0629.8787%
Returns for 5 years29.0842.5868%
Returns for 10 years111.0092.72120%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
PSCD108.274.76
+4.60%
Invesco S&P SmallCap Cnsmr Discret ETF
CSM73.270.89
+1.23%
ProShares Large Cap Core Plus
IMTM46.550.39
+0.84%
iShares MSCI Intl Momentum Factor ETF
LENS28.91N/A
N/A
Sarmaya Thematic ETF
SSPY82.85N/A
N/A
Stratified LargeCap Index ETF