OTCIX
Price
$30.56
Change
+$0.02 (+0.07%)
Updated
May 5 closing price
Net Assets
14.64B
PEMGX
Price
$43.09
Change
-$0.05 (-0.12%)
Updated
May 5 closing price
Net Assets
30.2B
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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$30.56
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets14.64B
Principal MidCap A
Price$43.09
Change-$0.05 (-0.12%)
VolumeN/A
Net Assets30.2B
OTCIX vs PEMGX Comparison Chart
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OTCIX vs. PEMGX commentary
May 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 OTCIX is a Buy and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.2B vs. OTCIX (14.6B). OTCIX (0.00) and PEMGX (0.00) have matching dividends . OTCIX was incepted earlier than PEMGX: OTCIX (28 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 : 10.67 vs. OTCIX (-0.39). PEMGX return over 5 years is better than : 70.11 vs. OTCIX (42.31).
OTCIXPEMGXOTCIX / PEMGX
Total Expense Ratio0.780.9186%
Annual Report Gross Expense Ratio0.790.9187%
Fund Existence28 years20 years-
Gain YTD-1.3881.220-114%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.6B30.2B48%
Annual Yield % from dividends0.000.00-
Returns for 1 year-0.3910.67-4%
Returns for 3 years24.7535.8369%
Returns for 5 years42.3170.1160%
Returns for 10 years100.3987.44115%
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