OTCIX
Price
$32.15
Change
-$0.41 (-1.26%)
Updated
Jun 13 closing price
Net Assets
15.05B
PEMGX
Price
$43.43
Change
-$0.67 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$32.15
Change-$0.41 (-1.26%)
VolumeN/A
Net Assets15.05B
Principal MidCap A
Price$43.43
Change-$0.67 (-1.52%)
VolumeN/A
Net Assets30.56B
OTCIX vs PEMGX Comparison Chart
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OTCIX vs. PEMGX commentary
Jun 15, 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 StrongBuy and PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.6B vs. OTCIX (15B). OTCIX (0.00) and PEMGX (0.00) have matching dividends . OTCIX was incepted earlier than PEMGX: OTCIX (28 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). PEMGX annual gain was more profitable for investors over the last year : 10.68 vs. OTCIX (3.84). PEMGX return over 5 years is better than : 53.19 vs. OTCIX (40.70).
OTCIXPEMGXOTCIX / PEMGX
Total Expense Ratio0.780.9186%
Annual Report Gross Expense Ratio0.790.9187%
Fund Existence28 years20 years-
Gain YTD3.8101.901200%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets15B30.6B49%
Annual Yield % from dividends0.000.00-
Returns for 1 year3.8410.6836%
Returns for 3 years42.1348.8986%
Returns for 5 years40.7053.1977%
Returns for 10 years108.0989.52121%
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