OTCIX
Price
$27.72
Change
-$0.26 (-0.93%)
Updated
Sep 15 closing price
Net Assets
12.46B
PEMGX
Price
$37.30
Change
-$0.51 (-1.35%)
Updated
Sep 15 closing price
Net Assets
21.29B
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OTCIX vs PEMGX

OTCIX vs PEMGX Comparison Chart in %
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OTCIX vs. PEMGX commentary
Sep 16, 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 Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 21.3B vs. OTCIX (12.5B). 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 : -17.28 vs. OTCIX (-18.69). PEMGX return over 5 years is better than : -8.45 vs. OTCIX (-17.78).
OTCIXPEMGXOTCIX / PEMGX
Total Expense Ratio0.770.9086%
Annual Report Gross Expense Ratio0.780.9087%
Fund Existence30 years21 years-
Gain YTD0.179-7.169-2%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.5B21.3B59%
Annual Yield % from dividends0.000.00-
Returns for 1 year-18.69-17.28108%
Returns for 3 years6.5110.3663%
Returns for 5 years-17.78-8.45210%
Returns for 10 years83.9673.28115%
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