OTCBX
Price
$23.24
Change
+$0.19 (+0.82%)
Updated
Jul 25 closing price
Net Assets
15.1B
PEMGX
Price
$46.27
Change
+$0.32 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$23.24
Change+$0.19 (+0.82%)
VolumeN/A
Net Assets15.1B
Principal MidCap A
Price$46.27
Change+$0.32 (+0.70%)
VolumeN/A
Net Assets33.21B
OTCBX vs PEMGX Comparison Chart in %
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OTCBX vs. PEMGX commentary
Jul 27, 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 Buy and PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. OTCBX (15.1B). 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 : 13.43 vs. OTCBX (5.35). PEMGX return over 5 years is better than : 55.06 vs. OTCBX (24.21).
OTCBXPEMGXOTCBX / PEMGX
Total Expense Ratio1.780.91196%
Annual Report Gross Expense Ratio1.790.91197%
Fund Existence32 years20 years-
Gain YTD7.9428.56493%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets15.1B33.2B45%
Annual Yield % from dividends0.000.00-
Returns for 1 year5.3513.4340%
Returns for 3 years30.9348.7863%
Returns for 5 years24.2155.0644%
Returns for 10 years78.77103.8776%
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