OTCJX
Price
$32.80
Change
+$0.23 (+0.71%)
Updated
Sep 26 closing price
Net Assets
15.3B
PEMGX
Price
$44.91
Change
+$0.33 (+0.74%)
Updated
Sep 26 closing price
Net Assets
33.04B
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OTCJX vs PEMGX

Header iconOTCJX vs PEMGX Comparison
Open Charts OTCJX vs PEMGXBanner chart's image
MFS Mid Cap Growth R4
Price$32.80
Change+$0.23 (+0.71%)
VolumeN/A
Net Assets15.3B
Principal MidCap A
Price$44.91
Change+$0.33 (+0.74%)
VolumeN/A
Net Assets33.04B
OTCJX vs PEMGX Comparison Chart in %
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OTCJX vs. PEMGX commentary
Sep 28, 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 OTCJX is a Buy and PEMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. OTCJX (15.3B). OTCJX (0.00) and PEMGX (0.00) have matching dividends . OTCJX was incepted earlier than PEMGX: OTCJX (21 years) vs PEMGX (20 years). PEMGX (0.91) is less costly to investors than OTCJX (0.79). OTCJX is a more actively managed with annual turnover of: 35.00 vs. PEMGX (10.50). OTCJX has a lower initial minimum investment than PEMGX: OTCJX (0) vs PEMGX (1000). OTCJX annual gain was more profitable for investors over the last year : 3.31 vs. PEMGX (2.42). PEMGX return over 5 years is better than : 47.58 vs. OTCJX (30.16).
OTCJXPEMGXOTCJX / PEMGX
Total Expense Ratio0.780.9186%
Annual Report Gross Expense Ratio0.790.9187%
Fund Existence21 years20 years-
Gain YTD8.7895.373164%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.3B33B46%
Annual Yield % from dividends0.000.00-
Returns for 1 year3.312.42137%
Returns for 3 years51.9255.6193%
Returns for 5 years30.1647.5863%
Returns for 10 years138.03119.45116%
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