OTCBX
Price
$23.22
Change
+$0.25 (+1.09%)
Updated
Jul 3 closing price
Net Assets
15.58B
PEMGX
Price
$45.60
Change
+$0.47 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$23.22
Change+$0.25 (+1.09%)
VolumeN/A
Net Assets15.58B
Principal MidCap A
Price$45.60
Change+$0.47 (+1.04%)
VolumeN/A
Net Assets32.28B
OTCBX vs PEMGX Comparison Chart in %
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OTCBX 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 OTCBX is a Buy and PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.3B vs. OTCBX (15.6B). 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 : 15.24 vs. OTCBX (3.66). PEMGX return over 5 years is better than : 58.39 vs. OTCBX (27.79).
OTCBXPEMGXOTCBX / PEMGX
Total Expense Ratio1.780.91196%
Annual Report Gross Expense Ratio1.790.91197%
Fund Existence32 years20 years-
Gain YTD7.8506.992112%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets15.6B32.3B48%
Annual Yield % from dividends0.000.00-
Returns for 1 year3.6615.2424%
Returns for 3 years35.7151.7069%
Returns for 5 years27.7958.3948%
Returns for 10 years80.14101.0979%
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