OTCJX
Price
$33.07
Change
+$0.20 (+0.61%)
Updated
Sep 5 closing price
Net Assets
15.38B
PEMGX
Price
$45.59
Change
-$0.13 (-0.28%)
Updated
Sep 5 closing price
Net Assets
33.05B
Interact to see
Advertisement

OTCJX vs PEMGX

Header iconOTCJX vs PEMGX Comparison
Open Charts OTCJX vs PEMGXBanner chart's image
MFS Mid Cap Growth R4
Price$33.07
Change+$0.20 (+0.61%)
VolumeN/A
Net Assets15.38B
Principal MidCap A
Price$45.59
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets33.05B
OTCJX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
OTCJX vs. PEMGX commentary
Sep 08, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. OTCJX (15.4B). 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). OTCJX annual gain was more profitable for investors over the last year : 9.87 vs. PEMGX (9.01). PEMGX return over 5 years is better than : 46.31 vs. OTCJX (33.45).
OTCJXPEMGXOTCJX / PEMGX
Total Expense Ratio0.780.9186%
Annual Report Gross Expense Ratio0.790.9187%
Fund Existence20 years20 years-
Gain YTD9.6856.969139%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.4B33B47%
Annual Yield % from dividends0.000.00-
Returns for 1 year9.879.01109%
Returns for 3 years41.2045.4291%
Returns for 5 years33.4546.3172%
Returns for 10 years123.75108.18114%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
EWT60.210.91
+1.53%
iShares MSCI Taiwan ETF
ROBT50.690.61
+1.22%
FT Nasdaq Artfcl Intllgnc and Rbtc ETF
AVMU44.830.37
+0.84%
Avantis Core Municipal Fixed Inc ETF
HFND22.97N/A
N/A
Unlimited HFND Multi-Strgy Ret Trckr ETF
CPSR24.66N/A
-0.01%
Calamos S&P 500 Structured Alt Protection ETF - March