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OTCKX vs PEMGX
OTCKX vs PEMGX Comparison
Open Charts OTCKX vs PEMGX
MFS Mid Cap Growth R6
Price$31.94
Change-$0.72 (-2.20%)
VolumeN/A
Net Assets15.16B
OTCKX vs PEMGX Comparison Chart
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OTCKX vs. PEMGX commentary
May 22, 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 Buy and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.3B vs. OTCKX (15.2B). OTCKX (0.00) and PEMGX (0.00) have matching dividends . OTCKX was incepted earlier than PEMGX: OTCKX (12 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 : 10.07 vs. OTCKX (1.59). PEMGX return over 5 years is better than : 65.86 vs. OTCKX (43.50).
| OTCKX | PEMGX | OTCKX / PEMGX | |
| Total Expense Ratio | 0.66 | 0.91 | 73% |
| Annual Report Gross Expense Ratio | 0.67 | 0.91 | 74% |
| Fund Existence | 12 years | 20 years | - |
| Gain YTD | 3.947 | 4.411 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 31.3B | 49% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.59 | 10.07 | 16% |
| Returns for 3 years | 35.74 | 45.09 | 79% |
| Returns for 5 years | 43.50 | 65.86 | 66% |
| Returns for 10 years | 110.71 | 91.53 | 121% |
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