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OTCAX vs PEMGX
OTCAX vs PEMGX Comparison
Open Charts OTCAX vs PEMGX
OTCAX vs PEMGX Comparison Chart in %
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OTCAX vs. PEMGX commentary
Sep 08, 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 OTCAX is a Buy and PEMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.1B vs. OTCAX (15.3B). OTCAX (0.00) and PEMGX (0.00) have matching dividends . OTCAX was incepted earlier than PEMGX: OTCAX (32 years) vs PEMGX (20 years). OTCAX (1.04) is less costly to investors than PEMGX (0.91). OTCAX is a more actively managed with annual turnover of: 35.00 vs. PEMGX (10.50). OTCAX (6%) and PEMGX (6%) have equivalent initial investment costs. OTCAX (1000) and PEMGX (1000) have matching initial minimum investment requirements. OTCAX (9.18) and PEMGX (9.01) have marching annual gain over last year. PEMGX return over 5 years is better than : 46.31 vs. OTCAX (31.02).
| OTCAX | PEMGX | OTCAX / PEMGX | |
| Total Expense Ratio | 1.03 | 0.91 | 113% |
| Annual Report Gross Expense Ratio | 1.04 | 0.91 | 114% |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | 9.484 | 6.969 | 136% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 33.1B | 46% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.18 | 9.01 | 102% |
| Returns for 3 years | 39.59 | 45.42 | 87% |
| Returns for 5 years | 31.02 | 46.31 | 67% |
| Returns for 10 years | 115.71 | 108.18 | 107% |
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