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OTCKX vs PEMGX
OTCKX vs PEMGX Comparison
Open Charts OTCKX vs PEMGX
MFS Mid Cap Growth R6
Price$29.75
Change+$0.64 (+2.20%)
VolumeN/A
Net Assets13.79B
OTCKX vs PEMGX Comparison Chart
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OTCKX vs. PEMGX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.9B vs. OTCKX (13.8B). OTCKX (0.00) and PEMGX (0.00) have matching dividends . OTCKX was incepted earlier than PEMGX: OTCKX (12 years) vs PEMGX (20 years). PEMGX (0.95) 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 : 6.61 vs. OTCKX (-5.36). PEMGX return over 5 years is better than : 66.77 vs. OTCKX (40.56).
| OTCKX | PEMGX | OTCKX / PEMGX | |
| Total Expense Ratio | 0.66 | 0.95 | 69% |
| Annual Report Gross Expense Ratio | 0.67 | 0.95 | 71% |
| Fund Existence | 12 years | 20 years | - |
| Gain YTD | -7.352 | -3.074 | 239% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 28.9B | 48% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.36 | 6.61 | -81% |
| Returns for 3 years | 9.03 | 21.18 | 43% |
| Returns for 5 years | 40.56 | 66.77 | 61% |
| Returns for 10 years | 89.52 | 79.57 | 113% |
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