OTCIX
Price
$32.82
Change
+$0.21 (+0.64%)
Updated
Jun 6 closing price
Net Assets
15.3B
PEMGX
Price
$44.15
Change
+$0.29 (+0.66%)
Updated
Jun 6 closing price
Net Assets
30.93B
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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$32.82
Change+$0.21 (+0.64%)
VolumeN/A
Net Assets15.3B
Principal MidCap A
Price$44.15
Change+$0.29 (+0.66%)
VolumeN/A
Net Assets30.93B
OTCIX vs PEMGX Comparison Chart
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OTCIX vs. PEMGX commentary
Jun 07, 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: 30.9B vs. OTCIX (15.3B). 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 : 11.46 vs. OTCIX (5.40). PEMGX return over 5 years is better than : 45.04 vs. OTCIX (37.36).
OTCIXPEMGXOTCIX / PEMGX
Total Expense Ratio0.780.9186%
Annual Report Gross Expense Ratio0.790.9187%
Fund Existence28 years20 years-
Gain YTD5.2952.909182%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.3B30.9B50%
Annual Yield % from dividends0.000.00-
Returns for 1 year5.4011.4647%
Returns for 3 years29.0533.8486%
Returns for 5 years37.3645.0483%
Returns for 10 years113.2892.40123%
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