OTCAX Alternatives & Similar Mutual Funds

MFS Mid Cap Growth Fund (OTCAX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OTCAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to OTCAX

OTCAX charges 1.00% annually. There are 90 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
SSMHX	State Street Small/Mid Cap Equity Index Portfolio	0.02%	—	Aug 2015	OTCAX vs SSMHX
MMGPX	Morgan Stanley Discovery Portfolio	0.04%	—	Apr 2017	OTCAX vs MMGPX
FMDGX	Fidelity Mid Cap Growth Index Fund	0.05%	—	Jul 2019	OTCAX vs FMDGX
VMGMX	Vanguard Mid-Cap Growth Index Fund Admiral Shares	0.07%	33.80B	Sep 2011	OTCAX vs VMGMX
VMFGX	Vanguard S&P Mid-Cap 400 Growth Index Fund Institu...	0.08%	—	Mar 2011	OTCAX vs VMFGX

Best Risk-Adjusted Alternatives to OTCAX

OTCAX has a PortfoliosLab risk / return rank of 4. There are 125 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 87.

Symbol	Name	Risk / Return Rank	AUM	Inception
VHCOX	Vanguard Capital Opportunity Fund Investor Shares	87	31.20B	Aug 1995	OTCAX vs VHCOX
TAAGX	Timothy Plan Aggressive Growth Fund	82	—	Oct 2000	OTCAX vs TAAGX
NEEIX	Needham Growth Fund Institutional Class	82	—	Dec 2016	OTCAX vs NEEIX
NEEGX	Needham Growth Fund	81	—	Jan 1996	OTCAX vs NEEGX
POAGX	PrimeCap Odyssey Aggressive Growth Fund	79	—	Nov 2004	OTCAX vs POAGX

Top Performing OTCAX Alternatives (YTD)

OTCAX is at 5.30% YTD. There are 114 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 48.25%.

Symbol	Name	YTD Return	AUM	Inception
NEEIX	Needham Growth Fund Institutional Class	48.25%	—	Dec 2016	OTCAX vs NEEIX
NEEGX	Needham Growth Fund	47.95%	—	Jan 1996	OTCAX vs NEEGX
LSHAX	Kinetics Spin-Off and Corporate Restructuring Fund	33.53%	—	May 2007	OTCAX vs LSHAX
TAAGX	Timothy Plan Aggressive Growth Fund	31.98%	—	Oct 2000	OTCAX vs TAAGX
POAGX	PrimeCap Odyssey Aggressive Growth Fund	24.87%	—	Nov 2004	OTCAX vs POAGX

Lowest Volatility Alternatives to OTCAX

OTCAX has 17.50% 1-year volatility. There are 60 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.72%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBMIX	BBH Select Series - Mid Cap Fund	10.72%	—	May 2021	OTCAX vs BBMIX
VLEQX	Villere Equity Fund	11.10%	—	May 2013	OTCAX vs VLEQX
BQMGX	Bright Rock Mid Cap Growth Fund	12.30%	—	May 2010	OTCAX vs BQMGX
VSNGX	JPMorgan Mid Cap Equity Fund	12.70%	—	Dec 1996	OTCAX vs VSNGX
VLIFX	Value Line Mid Cap Focused Fund	13.50%	—	Mar 1950	OTCAX vs VLIFX

Lowest Drawdown Alternatives to OTCAX

OTCAX has a 1-year max drawdown of -16.46%. There are 123 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
MGOYX	Victory Munder Mid-Cap Core Growth Fund	-7.81%	—	Jun 1998	OTCAX vs MGOYX
VLEQX	Villere Equity Fund	-7.85%	—	May 2013	OTCAX vs VLEQX
VSNGX	JPMorgan Mid Cap Equity Fund	-8.24%	—	Dec 1996	OTCAX vs VSNGX
BBMIX	BBH Select Series - Mid Cap Fund	-8.89%	—	May 2021	OTCAX vs BBMIX
SECUX	Guggenheim StylePlus - Mid Growth Fund	-9.17%	—	Sep 1969	OTCAX vs SECUX

Other Mutual Funds from MFS

The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MEIIX and span 4 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
MIEIX	MFS International Equity Fund Class R6	Foreign Large Cap Equities	14	4.58%	—	Jan 1996	OTCAX vs MIEIX
MEIKX	MFS Value Fund	Large Cap Value Equities	42	9.49%	—	May 2006	OTCAX vs MEIKX
MEIIX	MFS Value Fund Class I	Large Cap Value Equities	41	9.42%	—	Feb 1996	OTCAX vs MEIIX
MDIJX	MFS International Diversification Fund	Foreign Large Cap Equities	36	9.55%	—	Sep 2004	OTCAX vs MDIJX
MIGFX	MFS Massachusetts Investors Growth Stock Fund	Large Cap Growth Equities	5	-1.61%	—	Jan 1935	OTCAX vs MIGFX
MFEKX	MFS Growth R6	Large Cap Growth Equities	9	4.83%	—	Jun 2012	OTCAX vs MFEKX
MFEIX	MFS Growth I	Large Cap Growth Equities	9	4.78%	—	Jul 1997	OTCAX vs MFEIX
MINIX	MFS International Intrinsic Value Fund Class I	Large Cap Growth Equities, Foreign Large Cap Equities	26	5.42%	—	—	OTCAX vs MINIX
MEIAX	MFS Value Fund	Large Cap Value Equities	40	9.27%	—	Jan 1996	OTCAX vs MEIAX
MITTX	MFS Massachusetts Investors Trust	Large Cap Blend Equities	36	8.81%	—	Jul 1924	OTCAX vs MITTX

Often Compared With OTCAX

Investors most often compare OTCAX with DFAX, JHMM, PRITX. These 19 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DFAX	Dimensional World ex US Core Equity 2 ETF	Foreign Large Cap Equities, Actively Managed	61	12.11%	11.92B	Mar 2008	OTCAX vs DFAX
JHMM	John Hancock Multifactor Mid Cap ETF	Mid Cap Growth Equities	55	13.19%	5.89B	Sep 2015	OTCAX vs JHMM
PRITX	T. Rowe Price International Stock Fund	Foreign Large Cap Equities	17	10.16%	—	May 1980	OTCAX vs PRITX
ACMVX	American Century Mid Cap Value Fund	Mid Cap Value Equities	39	13.05%	5.65B	Mar 2004	OTCAX vs ACMVX
XMHQ	Invesco S&P MidCap Quality ETF	Mid Cap Blend Equities	33	10.37%	5.42B	Dec 2006	OTCAX vs XMHQ
FXAIX	Fidelity 500 Index Fund	S&P 500	63	11.06%	—	Feb 1988	OTCAX vs FXAIX
SPY	State Street SPDR S&P 500 ETF	S&P 500	66	10.45%	783.21B	Jan 1993	OTCAX vs SPY
VIMCX	Virtus KAR Mid-Cap Core Fund	Mid Cap Growth Equities	2	0.98%	—	Jun 2009	OTCAX vs VIMCX
IXUS	iShares Core MSCI Total International Stock ETF	Foreign Large Cap Equities	56	11.98%	58.59B	Oct 2012	OTCAX vs IXUS
VIGIX	Vanguard Growth Index Fund Institutional Shares	Large Cap Growth Equities	24	7.72%	393.80B	May 1998	OTCAX vs VIGIX
FGSIX	Federated MDT Mid Cap Growth Fund Institutional Sh...	Mid Cap Growth Equities	4	0.93%	—	Aug 1984	OTCAX vs FGSIX
QQQ	Invesco QQQ ETF	Nasdaq-100	58	16.13%	481.14B	Mar 1999	OTCAX vs QQQ
FNCMX	Fidelity NASDAQ Composite Index Fund	Large Cap Growth Equities	48	13.43%	—	Sep 2003	OTCAX vs FNCMX
FSMDX	Fidelity Mid Cap Index Fund	Mid Cap Blend Equities	44	14.95%	—	Sep 2011	OTCAX vs FSMDX
FDCPX	Fidelity Select Tech Hardware Portfolio	Technology Equities	97	78.03%	—	Jul 1985	OTCAX vs FDCPX
DIA	State Street SPDR Dow Jones Industrial Average ETF...	Large Cap Blend Equities	59	9.95%	45.34B	Jan 1998	OTCAX vs DIA
^GSPC	S&P 500 Index		71	9.79%	—	—	OTCAX vs ^GSPC
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	S&P 500, Large Cap Blend Equities	65	11.34%	355.20B	Jul 1997	OTCAX vs VIIIX
MADVX	BlackRock Equity Dividend Fund	Large Cap Value Equities	79	14.38%	—	Nov 1988	OTCAX vs MADVX

Compare OTCAX with Any Fund or Stock

Compare OTCAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair OTCAX with funds that move differently

MFS Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OTCAX.

Explore OTCAX Diversifiers

MFS Mid Cap Growth Fund (OTCAX) Alternatives