MFS Mid Cap Growth Fund (OTCAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to OTCAX
OTCAX charges 1.00% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among OTCAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | OTCAX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | OTCAX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | OTCAX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | OTCAX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | OTCAX vs VMGMX |
Best Risk-Adjusted Alternatives to OTCAX
Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | OTCAX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | OTCAX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | OTCAX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | OTCAX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | OTCAX vs BFGIX |
Top Performing OTCAX Alternatives (YTD)
OTCAX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | OTCAX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | OTCAX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | OTCAX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | OTCAX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | OTCAX vs NEEGX |
Lowest Volatility Alternatives to OTCAX
OTCAX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | OTCAX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | OTCAX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | OTCAX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | OTCAX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | OTCAX vs VSNGX |
Lowest Drawdown Alternatives to OTCAX
OTCAX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | OTCAX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | OTCAX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | OTCAX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | OTCAX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | OTCAX vs VLEQX |
Other Mutual Funds from MFS
Most popular MFS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 17 | -6.55% | Jan 31, 1996 | OTCAX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 29 | -0.52% | May 1, 2006 | OTCAX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 62 | -2.70% | Sep 30, 2004 | OTCAX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 8 | -11.94% | Jan 1, 1935 | OTCAX vs MIGFX | |
| MFS Value Fund Class I | Large Cap Value Equities | 28 | -0.56% | Feb 1, 1996 | OTCAX vs MEIIX | |
| MFS Growth R6 | Large Cap Growth Equities | 12 | -13.60% | Jun 1, 2012 | OTCAX vs MFEKX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 59 | -3.26% | — | OTCAX vs MINIX | |
| MFS Growth I | Large Cap Growth Equities | 12 | -13.62% | Jul 10, 1997 | OTCAX vs MFEIX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 25 | -6.58% | Jul 15, 1924 | OTCAX vs MITTX | |
| MFS Value Fund | Large Cap Value Equities | 27 | -0.62% | Jan 2, 1996 | OTCAX vs MEIAX |
Often Compared With OTCAX
What investors most often compare with OTCAX, based on PortfoliosLab usage data.
Compare OTCAX with Any Fund or Stock
Compare OTCAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.