OTCHX
Price
$30.60
Change
+$0.33 (+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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OTCHX vs PEMGX

Header iconOTCHX vs PEMGX Comparison
Open Charts OTCHX vs PEMGXBanner chart's image
MFS Mid Cap Growth R3
Price$30.60
Change+$0.33 (+1.09%)
VolumeN/A
Net Assets15.58B
Principal MidCap A
Price$45.60
Change+$0.47 (+1.04%)
VolumeN/A
Net Assets32.28B
OTCHX vs PEMGX Comparison Chart in %
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OTCHX vs. PEMGX commentary
Jul 06, 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 OTCHX is a Buy and PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.3B vs. OTCHX (15.6B). OTCHX (0.00) and PEMGX (0.00) have matching dividends . OTCHX was incepted earlier than PEMGX: OTCHX (20 years) vs PEMGX (20 years). OTCHX (1.04) is less costly to investors than PEMGX (0.91). OTCHX is a more actively managed with annual turnover of: 35.00 vs. PEMGX (10.50). OTCHX has a lower initial minimum investment than PEMGX: OTCHX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 15.24 vs. OTCHX (6.69). PEMGX return over 5 years is better than : 58.39 vs. OTCHX (37.16).
OTCHXPEMGXOTCHX / PEMGX
Total Expense Ratio1.030.91113%
Annual Report Gross Expense Ratio1.040.91114%
Fund Existence20 years20 years-
Gain YTD8.2806.992118%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.6B32.3B48%
Annual Yield % from dividends0.000.00-
Returns for 1 year6.6915.2444%
Returns for 3 years41.8651.7081%
Returns for 5 years37.1658.3964%
Returns for 10 years108.73101.09108%
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