OTCJX
Price
$32.68
Change
+$0.35 (+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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OTCJX vs PEMGX

Header iconOTCJX vs PEMGX Comparison
Open Charts OTCJX vs PEMGXBanner chart's image
MFS Mid Cap Growth R4
Price$32.68
Change+$0.35 (+1.08%)
VolumeN/A
Net Assets15.58B
Principal MidCap A
Price$45.60
Change+$0.47 (+1.04%)
VolumeN/A
Net Assets32.28B
OTCJX vs PEMGX Comparison Chart in %
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OTCJX 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 OTCJX is a Buy and PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.3B vs. OTCJX (15.6B). OTCJX (0.00) and PEMGX (0.00) have matching dividends . OTCJX was incepted earlier than PEMGX: OTCJX (20 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). PEMGX annual gain was more profitable for investors over the last year : 15.24 vs. OTCJX (7.43). PEMGX return over 5 years is better than : 58.39 vs. OTCJX (39.78).
OTCJXPEMGXOTCJX / PEMGX
Total Expense Ratio0.780.9186%
Annual Report Gross Expense Ratio0.790.9187%
Fund Existence20 years20 years-
Gain YTD8.3916.992120%
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 year7.4315.2449%
Returns for 3 years43.5251.7084%
Returns for 5 years39.7858.3968%
Returns for 10 years117.00101.09116%
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