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OTCJX vs PEMGX
OTCJX vs PEMGX Comparison
Open Charts OTCJX vs PEMGX
MFS Mid Cap Growth R4
Price$32.15
Change+$0.44 (+1.39%)
VolumeN/A
Net Assets15.71B
OTCJX vs PEMGX Comparison Chart
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OTCJX vs. PEMGX commentary
Jan 31, 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 OTCJX is a StrongBuy and PEMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.1B vs. OTCJX (15.7B). OTCJX (0.00) and PEMGX (0.00) have matching dividends . OTCJX was incepted earlier than PEMGX: OTCJX (20 years) vs PEMGX (20 years). OTCJX is a more actively managed with annual turnover of: 30.00 vs. PEMGX (10.10). OTCJX has a lower initial minimum investment than PEMGX: OTCJX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 19.45 vs. OTCJX (11.46). PEMGX (42.66) and OTCJX (40.87) have equivalent 5 years return.
| OTCJX | PEMGX | OTCJX / PEMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 20 years | - |
| Gain YTD | 5.174 | 4.036 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 30.1B | 52% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 11.46 | 19.45 | 59% |
| Returns for 3 years | 14.06 | 22.76 | 62% |
| Returns for 5 years | 40.87 | 42.66 | 96% |
| Returns for 10 years | 128.95 | 108.06 | 119% |