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OTCKX vs PEMGX
OTCKX vs PEMGX Comparison
Open Charts OTCKX vs PEMGX
MFS Mid Cap Growth R6
Price$32.65
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets15.52B
OTCKX vs PEMGX Comparison Chart
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OTCKX vs. PEMGX commentary
Jan 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 OTCKX is a Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.3B vs. OTCKX (15.5B). OTCKX (0.00) and PEMGX (0.00) have matching dividends . OTCKX was incepted earlier than PEMGX: OTCKX (12 years) vs PEMGX (20 years). OTCKX is a more actively managed with annual turnover of: 30.00 vs. PEMGX (10.10). 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 : 19.41 vs. OTCKX (11.52). PEMGX (38.39) and OTCKX (37.72) have equivalent 5 years return.
| OTCKX | PEMGX | OTCKX / PEMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 20 years | - |
| Gain YTD | 3.533 | 2.182 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 29.3B | 53% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 11.52 | 19.41 | 59% |
| Returns for 3 years | 11.63 | 18.89 | 62% |
| Returns for 5 years | 37.72 | 38.39 | 98% |
| Returns for 10 years | 132.69 | 106.57 | 125% |