OTCHX
Price
$30.49
Change
+$0.29 (+0.96%)
Updated
Oct 20 closing price
Net Assets
14.99B
PEMGX
Price
$43.95
Change
+$0.39 (+0.90%)
Updated
Oct 20 closing price
Net Assets
31.93B
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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$30.49
Change+$0.29 (+0.96%)
VolumeN/A
Net Assets14.99B
Principal MidCap A
Price$43.95
Change+$0.39 (+0.90%)
VolumeN/A
Net Assets31.93B
OTCHX vs PEMGX Comparison Chart in %
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OTCHX vs. PEMGX commentary
Oct 21, 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 Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.9B vs. OTCHX (15B). 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). OTCHX annual gain was more profitable for investors over the last year : 0.40 vs. PEMGX (-2.46). PEMGX return over 5 years is better than : 38.43 vs. OTCHX (20.42).
OTCHXPEMGXOTCHX / PEMGX
Total Expense Ratio1.030.91113%
Annual Report Gross Expense Ratio1.040.91114%
Fund Existence21 years20 years-
Gain YTD7.8913.121253%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets15B31.9B47%
Annual Yield % from dividends0.000.00-
Returns for 1 year0.40-2.46-16%
Returns for 3 years48.3052.1393%
Returns for 5 years20.4238.4353%
Returns for 10 years113.2299.51114%
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