OTCHX
Price
$29.00
Change
-$0.73 (-2.46%)
Updated
Nov 13 closing price
Net Assets
14.7B
PEMGX
Price
$43.13
Change
-$0.69 (-1.57%)
Updated
Nov 13 closing price
Net Assets
31.99B
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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$29.00
Change-$0.73 (-2.46%)
VolumeN/A
Net Assets14.7B
Principal MidCap A
Price$43.13
Change-$0.69 (-1.57%)
VolumeN/A
Net Assets31.99B
OTCHX vs PEMGX Comparison Chart in %
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OTCHX 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 OTCHX is a Hold and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32B vs. OTCHX (14.7B). OTCHX (0.00) and PEMGX (0.00) have matching dividends . OTCHX was incepted earlier than PEMGX: OTCHX (21 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 : -6.81 vs. OTCHX (-7.67). PEMGX return over 5 years is better than : 28.44 vs. OTCHX (12.14).
OTCHXPEMGXOTCHX / PEMGX
Total Expense Ratio1.030.91113%
Annual Report Gross Expense Ratio1.040.91114%
Fund Existence21 years20 years-
Gain YTD2.6191.197219%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.7B32B46%
Annual Yield % from dividends0.000.00-
Returns for 1 year-7.67-6.81113%
Returns for 3 years29.2934.3685%
Returns for 5 years12.1428.4443%
Returns for 10 years102.6698.03105%
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