OTCKX
Price
$34.09
Change
+$0.37 (+1.10%)
Updated
Jul 3 closing price
Net Assets
15.58B
PEMGX
Price
$45.60
Change
+$0.47 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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OTCKX vs PEMGX

Header iconOTCKX vs PEMGX Comparison
Open Charts OTCKX vs PEMGXBanner chart's image
MFS Mid Cap Growth R6
Price$34.09
Change+$0.37 (+1.10%)
VolumeN/A
Net Assets15.58B
Principal MidCap A
Price$45.60
Change+$0.47 (+1.04%)
VolumeN/A
Net Assets32.28B
OTCKX vs PEMGX Comparison Chart in %
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OTCKX vs. PEMGX commentary
Jul 05, 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 OTCKX is a StrongBuy and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.3B vs. OTCKX (15.6B). OTCKX (0.00) and PEMGX (0.00) have matching dividends . OTCKX was incepted earlier than PEMGX: OTCKX (13 years) vs PEMGX (20 years). PEMGX (0.91) is less costly to investors than OTCKX (0.67). OTCKX is a more actively managed with annual turnover of: 35.00 vs. PEMGX (10.50). OTCKX has a lower initial minimum investment than PEMGX: OTCKX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 15.24 vs. OTCKX (7.85). PEMGX return over 5 years is better than : 58.39 vs. OTCKX (41.16).
OTCKXPEMGXOTCKX / PEMGX
Total Expense Ratio0.660.9173%
Annual Report Gross Expense Ratio0.670.9174%
Fund Existence13 years20 years-
Gain YTD8.4986.992122%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.6B32.3B48%
Annual Yield % from dividends0.000.00-
Returns for 1 year7.8515.2451%
Returns for 3 years44.4551.7086%
Returns for 5 years41.1658.3970%
Returns for 10 years121.65101.09120%
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