OTCIX
Price
$28.55
Change
-$0.02 (-0.07%)
Updated
Jul 31 closing price
Net Assets
13B
PEMGX
Price
$38.86
Change
-$0.30 (-0.77%)
Updated
Jul 31 closing price
Net Assets
23.1B
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OTCIX vs PEMGX

OTCIX vs PEMGX Comparison Chart in %
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OTCIX vs. PEMGX commentary
Aug 02, 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 Buy and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 23.1B vs. OTCIX (13B). 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 (-14.48) and OTCIX (-14.83) have marching annual gain over last year. PEMGX return over 5 years is better than : -5.82 vs. OTCIX (-13.48).
OTCIXPEMGXOTCIX / PEMGX
Total Expense Ratio0.770.9086%
Annual Report Gross Expense Ratio0.780.9087%
Fund Existence30 years21 years-
Gain YTD2.220-4.591-48%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets13B23.1B56%
Annual Yield % from dividends0.000.00-
Returns for 1 year-14.83-14.48102%
Returns for 3 years4.7311.2842%
Returns for 5 years-13.48-5.82232%
Returns for 10 years86.2476.25113%
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