Interact to see
Advertisement
Advertisement
OTCAX vs PEMGX
OTCAX vs PEMGX Comparison
Open Charts OTCAX vs PEMGX
OTCAX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OTCAX vs. PEMGX commentary
Jul 07, 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: 32.3B vs. OTCAX (15.6B). 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. PEMGX annual gain was more profitable for investors over the last year : 15.24 vs. OTCAX (6.75). PEMGX return over 5 years is better than : 58.39 vs. OTCAX (37.22).
| 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 | 8.254 | 6.992 | 118% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6B | 32.3B | 48% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.75 | 15.24 | 44% |
| Returns for 3 years | 41.90 | 51.70 | 81% |
| Returns for 5 years | 37.22 | 58.39 | 64% |
| Returns for 10 years | 109.09 | 101.09 | 108% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SBI | 7.66 | 0.04 | +0.52% |
| Western Asset Intermediate Muni Fund | |||
| GDOC | 31.85 | 0.06 | +0.18% |
| Goldman Sachs Future Health Care Eq ETF | |||
| HYBL | 28.50 | 0.04 | +0.16% |
| SPDR® Blackstone High Income ETF | |||
| JULM | 32.56 | N/A | N/A |
| FT Vest U.S. Eq Max Buffr ETF - Jul | |||
| NVG | 12.03 | -0.02 | -0.17% |
| Nuveen AMT-Free Municipal Credit Income Fund | |||