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OTCJX vs PEMGX
OTCJX vs PEMGX Comparison
Open Charts OTCJX vs PEMGX
MFS Mid Cap Growth R4
Price$33.06
Change+$0.23 (+0.70%)
VolumeN/A
Net Assets15.11B
OTCJX vs PEMGX Comparison Chart in %
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OTCJX vs. PEMGX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.9B vs. OTCJX (15.1B). OTCJX (0.00) and PEMGX (0.00) have matching dividends . OTCJX was incepted earlier than PEMGX: OTCJX (20 years) vs PEMGX (20 years). PEMGX (0.91) is less costly to investors than OTCJX (0.79). OTCJX is a more actively managed with annual turnover of: 35.00 vs. PEMGX (10.50). 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 : 8.08 vs. OTCJX (7.04). PEMGX return over 5 years is better than : 43.09 vs. OTCJX (28.19).
| OTCJX | PEMGX | OTCJX / PEMGX | |
| Total Expense Ratio | 0.78 | 0.91 | 86% |
| Annual Report Gross Expense Ratio | 0.79 | 0.91 | 87% |
| Fund Existence | 20 years | 20 years | - |
| Gain YTD | 8.889 | 7.297 | 122% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1B | 32.9B | 46% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.04 | 8.08 | 87% |
| Returns for 3 years | 36.96 | 42.20 | 88% |
| Returns for 5 years | 28.19 | 43.09 | 65% |
| Returns for 10 years | 123.03 | 109.20 | 113% |
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