Ad is loading...
OTCJX vs PEMGX
OTCJX vs PEMGX Comparison
Open Charts OTCJX vs PEMGX
MFS Mid Cap Growth R4
Price$27.45
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets13.57B
OTCJX vs PEMGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OTCJX vs. PEMGX commentary
Apr 19, 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 Buy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.4B vs. OTCJX (13.6B). OTCJX (0.00) and PEMGX (0.00) have matching dividends . OTCJX was incepted earlier than PEMGX: OTCJX (20 years) vs PEMGX (20 years). PEMGX (0.95) 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 : 6.96 vs. OTCJX (-6.51). PEMGX return over 5 years is better than : 60.34 vs. OTCJX (35.09).
| OTCJX | PEMGX | OTCJX / PEMGX | |
| Total Expense Ratio | 0.78 | 0.95 | 82% |
| Annual Report Gross Expense Ratio | 0.79 | 0.95 | 83% |
| Fund Existence | 20 years | 20 years | - |
| Gain YTD | -8.955 | -4.481 | 200% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.6B | 28.4B | 48% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.51 | 6.96 | -93% |
| Returns for 3 years | 4.73 | 18.31 | 26% |
| Returns for 5 years | 35.09 | 60.34 | 58% |
| Returns for 10 years | 82.39 | 76.35 | 108% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EWJ | 68.07 | 1.29 | +1.93% |
| iShares MSCI Japan ETF | |||
| CONY | 7.31 | 0.12 | +1.67% |
| YieldMax COIN Option Income Strategy ETF | |||
| IDOG | 31.24 | 0.32 | +1.03% |
| ALPS International Sector Div Dogs ETF | |||
| SPBC | 34.42 | -0.01 | -0.03% |
| Simplify US Equity PLUS Bitcoin Stgy ETF | |||
| CCIF | 6.73 | -0.09 | -1.25% |
| Carlyle Credit Income Fund | |||