OTCIX
Price
$31.85
Change
-$0.80 (-2.45%)
Updated
Nov 13 closing price
Net Assets
14.7B
PEMGX
Price
$43.13
Change
-$0.69 (-1.57%)
Updated
Nov 13 closing price
Net Assets
31.99B
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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$31.85
Change-$0.80 (-2.45%)
VolumeN/A
Net Assets14.7B
Principal MidCap A
Price$43.13
Change-$0.69 (-1.57%)
VolumeN/A
Net Assets31.99B
OTCIX vs PEMGX Comparison Chart in %
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OTCIX vs. PEMGX commentary
Nov 14, 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 Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32B vs. OTCIX (14.7B). 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 : -4.06 vs. PEMGX (-5.01). PEMGX return over 5 years is better than : 30.49 vs. OTCIX (17.53).
OTCIXPEMGXOTCIX / PEMGX
Total Expense Ratio0.780.9186%
Annual Report Gross Expense Ratio0.790.9187%
Fund Existence29 years20 years-
Gain YTD5.4252.816193%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.7B32B46%
Annual Yield % from dividends0.000.00-
Returns for 1 year-4.06-5.0181%
Returns for 3 years32.6734.1796%
Returns for 5 years17.5330.4957%
Returns for 10 years120.31103.52116%
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