OTCIX
Price
$29.53
Change
+$0.34 (+1.16%)
Updated
Aug 21 closing price
Net Assets
13.32B
PEMGX
Price
$40.40
Change
+$0.33 (+0.82%)
Updated
Aug 21 closing price
Net Assets
23.18B
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OTCIX vs PEMGX

OTCIX vs PEMGX Comparison Chart in %
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OTCIX vs. PEMGX commentary
Aug 23, 2026

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: 23.2B vs. OTCIX (13.3B). OTCIX (0.00) and PEMGX (0.00) have matching dividends . OTCIX was incepted earlier than PEMGX: OTCIX (30 years) vs PEMGX (21 years). PEMGX (0.90) is less costly to investors than OTCIX (0.78). OTCIX is a more actively managed with annual turnover of: 54.00 vs. PEMGX (13.70). 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 : -10.28 vs. OTCIX (-11.08). PEMGX return over 5 years is better than : -1.03 vs. OTCIX (-10.89).
OTCIXPEMGXOTCIX / PEMGX
Total Expense Ratio0.770.9086%
Annual Report Gross Expense Ratio0.780.9087%
Fund Existence30 years21 years-
Gain YTD5.729-0.810-707%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets13.3B23.2B57%
Annual Yield % from dividends0.000.00-
Returns for 1 year-11.08-10.28108%
Returns for 3 years12.8420.2763%
Returns for 5 years-10.89-1.031,059%
Returns for 10 years88.5780.30110%
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