Interact to see
Advertisement
Advertisement
OTCHX vs PEMGX
OTCHX vs PEMGX Comparison
Open Charts OTCHX vs PEMGX
MFS Mid Cap Growth R3
Price$29.31
Change-$0.37 (-1.25%)
VolumeN/A
Net Assets15.05B
OTCHX vs PEMGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OTCHX vs. PEMGX commentary
Jun 16, 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 StrongBuy and PEMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.6B vs. OTCHX (15B). 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 : 10.68 vs. OTCHX (2.99). PEMGX return over 5 years is better than : 53.19 vs. OTCHX (37.67).
| OTCHX | PEMGX | OTCHX / PEMGX | |
| Total Expense Ratio | 1.03 | 0.91 | 113% |
| Annual Report Gross Expense Ratio | 1.04 | 0.91 | 114% |
| Fund Existence | 20 years | 20 years | - |
| Gain YTD | 3.715 | 1.901 | 195% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 30.6B | 49% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.99 | 10.68 | 28% |
| Returns for 3 years | 40.24 | 48.89 | 82% |
| Returns for 5 years | 37.67 | 53.19 | 71% |
| Returns for 10 years | 98.71 | 89.52 | 110% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RSSY | 18.06 | 0.12 | +0.69% |
| Return Stacked U.S. Stocks & Futures Yield ETF | |||
| MHD | 11.16 | -0.02 | -0.18% |
| Blackrock Muniholdings Fund | |||
| TACK | 27.89 | -0.23 | -0.82% |
| Fairlead Tactical Sector | |||
| EAGL | 29.30 | -0.33 | -1.11% |
| Eagle Capital Select Equity ETF | |||
| QQQU | 40.32 | -0.57 | -1.39% |
| Direxion Daily Concentrated Qs Bull 2X Shares | |||