OTCBX
Price
$23.45
Change
+$0.14 (+0.60%)
Updated
Sep 5 closing price
Net Assets
15.38B
PEMGX
Price
$45.59
Change
-$0.13 (-0.28%)
Updated
Sep 5 closing price
Net Assets
33.05B
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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$23.45
Change+$0.14 (+0.60%)
VolumeN/A
Net Assets15.38B
Principal MidCap A
Price$45.59
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets33.05B
OTCBX vs PEMGX Comparison Chart in %
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OTCBX 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 OTCBX is a Buy and PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. OTCBX (15.4B). 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 : 9.01 vs. OTCBX (5.96). PEMGX return over 5 years is better than : 46.31 vs. OTCBX (22.07).
OTCBXPEMGXOTCBX / PEMGX
Total Expense Ratio1.780.91196%
Annual Report Gross Expense Ratio1.790.91197%
Fund Existence32 years20 years-
Gain YTD8.9186.969128%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets15.4B33B47%
Annual Yield % from dividends0.000.00-
Returns for 1 year5.969.0166%
Returns for 3 years33.4745.4274%
Returns for 5 years22.0746.3148%
Returns for 10 years85.67108.1879%
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