OTCIX
Price
$33.57
Change
+$0.36 (+1.08%)
Updated
Jul 3 closing price
Net Assets
15.58B
PEMGX
Price
$45.60
Change
+$0.47 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$33.57
Change+$0.36 (+1.08%)
VolumeN/A
Net Assets15.58B
Principal MidCap A
Price$45.60
Change+$0.47 (+1.04%)
VolumeN/A
Net Assets32.28B
OTCIX vs PEMGX Comparison Chart in %
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OTCIX vs. PEMGX commentary
Jul 07, 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: 32.3B vs. OTCIX (15.6B). 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). PEMGX annual gain was more profitable for investors over the last year : 15.24 vs. OTCIX (7.60). PEMGX return over 5 years is better than : 58.39 vs. OTCIX (40.17).
OTCIXPEMGXOTCIX / PEMGX
Total Expense Ratio0.780.9186%
Annual Report Gross Expense Ratio0.790.9187%
Fund Existence29 years20 years-
Gain YTD8.3956.992120%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.6B32.3B48%
Annual Yield % from dividends0.000.00-
Returns for 1 year7.6015.2450%
Returns for 3 years43.7751.7085%
Returns for 5 years40.1758.3969%
Returns for 10 years118.55101.09117%
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