OTCIX
Price
$33.97
Change
+$0.21 (+0.62%)
Updated
Sep 5 closing price
Net Assets
15.38B
PEMGX
Price
$45.59
Change
-$0.13 (-0.28%)
Updated
Sep 5 closing price
Net Assets
33.05B
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OTCIX vs PEMGX

Header iconOTCIX vs PEMGX Comparison
Open Charts OTCIX vs PEMGXBanner chart's image
MFS Mid Cap Growth I
Price$33.97
Change+$0.21 (+0.62%)
VolumeN/A
Net Assets15.38B
Principal MidCap A
Price$45.59
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets33.05B
OTCIX vs PEMGX Comparison Chart in %
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OTCIX vs. PEMGX commentary
Sep 08, 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 OTCIX is a Buy and PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. OTCIX (15.4B). OTCIX (0.00) and PEMGX (0.00) have matching dividends . OTCIX was incepted earlier than PEMGX: OTCIX (29 years) vs PEMGX (20 years). PEMGX (0.91) is less costly to investors than OTCIX (0.79). OTCIX is a more actively managed with annual turnover of: 35.00 vs. PEMGX (10.50). OTCIX has a lower initial minimum investment than PEMGX: OTCIX (0) vs PEMGX (1000). OTCIX annual gain was more profitable for investors over the last year : 10.08 vs. PEMGX (9.01). PEMGX return over 5 years is better than : 46.31 vs. OTCIX (33.85).
OTCIXPEMGXOTCIX / PEMGX
Total Expense Ratio0.780.9186%
Annual Report Gross Expense Ratio0.790.9187%
Fund Existence29 years20 years-
Gain YTD9.6876.969139%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.4B33B47%
Annual Yield % from dividends0.000.00-
Returns for 1 year10.089.01112%
Returns for 3 years41.4245.4291%
Returns for 5 years33.8546.3173%
Returns for 10 years125.56108.18116%
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