OTCBX
Price
$22.50
Change
+$0.04 (+0.18%)
Updated
Nov 12 closing price
Net Assets
14.68B
PEMGX
Price
$43.82
Change
+$0.07 (+0.16%)
Updated
Nov 12 closing price
Net Assets
31.95B
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OTCBX vs PEMGX

Header iconOTCBX vs PEMGX Comparison
Open Charts OTCBX vs PEMGXBanner chart's image
MFS Mid Cap Growth B
Price$22.50
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets14.68B
Principal MidCap A
Price$43.82
Change+$0.07 (+0.16%)
VolumeN/A
Net Assets31.95B
OTCBX vs PEMGX Comparison Chart in %
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OTCBX vs. PEMGX commentary
Nov 14, 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 OTCBX is a StrongBuy and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32B vs. OTCBX (14.7B). OTCBX (0.00) and PEMGX (0.00) have matching dividends . OTCBX was incepted earlier than PEMGX: OTCBX (32 years) vs PEMGX (20 years). OTCBX (1.79) is less costly to investors than PEMGX (0.91). OTCBX is a more actively managed with annual turnover of: 35.00 vs. PEMGX (10.50). OTCBX (1000) and PEMGX (1000) have matching initial minimum investment requirements. PEMGX annual gain was more profitable for investors over the last year : -5.01 vs. OTCBX (-7.60). PEMGX return over 5 years is better than : 30.49 vs. OTCBX (7.14).
OTCBXPEMGXOTCBX / PEMGX
Total Expense Ratio1.780.91196%
Annual Report Gross Expense Ratio1.790.91197%
Fund Existence32 years20 years-
Gain YTD4.5052.816160%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets14.7B32B46%
Annual Yield % from dividends0.000.00-
Returns for 1 year-7.60-5.01152%
Returns for 3 years25.2134.1774%
Returns for 5 years7.1430.4923%
Returns for 10 years81.45103.5279%
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