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 91 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
FSMAX	Fidelity Extended Market Index Fund	0.04%	—	—	OTCAX vs FSMAX
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%	32.20B	Sep 2011	OTCAX vs VMGMX

Best Risk-Adjusted Alternatives to OTCAX

OTCAX has a PortfoliosLab risk / return rank of 4. There are 128 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.

Symbol	Name	Risk / Return Rank	AUM	Inception
NEEGX	Needham Growth Fund	93	—	Jan 1996	OTCAX vs NEEGX
NEEIX	Needham Growth Fund Institutional Class	93	—	Dec 2016	OTCAX vs NEEIX
VHCOX	Vanguard Capital Opportunity Fund Investor Shares	91	27.60B	Aug 1995	OTCAX vs VHCOX
TAAGX	Timothy Plan Aggressive Growth Fund	90	—	Oct 2000	OTCAX vs TAAGX
POAGX	PrimeCap Odyssey Aggressive Growth Fund	83	—	Nov 2004	OTCAX vs POAGX

Top Performing OTCAX Alternatives (YTD)

OTCAX is at 4.87% YTD. There are 110 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 59.61%.

Symbol	Name	YTD Return	AUM	Inception
NEEIX	Needham Growth Fund Institutional Class	59.61%	—	Dec 2016	OTCAX vs NEEIX
NEEGX	Needham Growth Fund	59.35%	—	Jan 1996	OTCAX vs NEEGX
TAAGX	Timothy Plan Aggressive Growth Fund	36.54%	—	Oct 2000	OTCAX vs TAAGX
EEOFX	Essex Environmental Opportunities Fund	31.64%	—	Sep 2017	OTCAX vs EEOFX
CTIGX	Calamos Timpani SMID Growth Fund	29.85%	—	Jul 2019	OTCAX vs CTIGX

Lowest Volatility Alternatives to OTCAX

OTCAX has 16.53% 1-year volatility. There are 56 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.30%.

Symbol	Name	Volatility 1Y	AUM	Inception
VLEQX	Villere Equity Fund	11.30%	—	May 2013	OTCAX vs VLEQX
BBMIX	BBH Select Series - Mid Cap Fund	11.62%	—	May 2021	OTCAX vs BBMIX
BQMGX	Bright Rock Mid Cap Growth Fund	12.19%	—	May 2010	OTCAX vs BQMGX
VSNGX	JPMorgan Mid Cap Equity Fund	12.38%	—	Dec 1996	OTCAX vs VSNGX
SGFFX	Sparrow Growth Fund	12.94%	—	Oct 1998	OTCAX vs SGFFX

Lowest Drawdown Alternatives to OTCAX

OTCAX has a 1-year max drawdown of -16.46%. There are 125 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	-8.09%	—	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, MDIJX 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	9	3.25%	—	Jan 1996	OTCAX vs MIEIX
MEIKX	MFS Value Fund	Large Cap Value Equities	23	4.52%	—	May 2006	OTCAX vs MEIKX
MDIJX	MFS International Diversification Fund	Foreign Large Cap Equities	35	10.27%	—	Sep 2004	OTCAX vs MDIJX
MEIIX	MFS Value Fund Class I	Large Cap Value Equities	23	4.47%	—	Feb 1996	OTCAX vs MEIIX
MIGFX	MFS Massachusetts Investors Growth Stock Fund	Large Cap Growth Equities	9	-0.34%	—	Jan 1935	OTCAX vs MIGFX
MFEKX	MFS Growth R6	Large Cap Growth Equities	14	6.33%	—	Jun 2012	OTCAX vs MFEKX
MFEIX	MFS Growth I	Large Cap Growth Equities	14	6.29%	—	Jul 1997	OTCAX vs MFEIX
MINIX	MFS International Intrinsic Value Fund Class I	Large Cap Growth Equities, Foreign Large Cap Equities	24	7.26%	—	—	OTCAX vs MINIX
MEIAX	MFS Value Fund	Large Cap Value Equities	22	4.37%	—	Jan 1996	OTCAX vs MEIAX
MITTX	MFS Massachusetts Investors Trust	Large Cap Blend Equities	40	8.10%	—	Jul 1924	OTCAX vs MITTX

Often Compared With OTCAX

Investors most often compare OTCAX with DFAX, ACMVX, JHMM. These 19 comparison targets span 9 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	68	15.23%	12.08B	Mar 2008	OTCAX vs DFAX
ACMVX	American Century Mid Cap Value Fund	Mid Cap Value Equities	26	8.22%	5.65B	Mar 2004	OTCAX vs ACMVX
JHMM	John Hancock Multifactor Mid Cap ETF	Mid Cap Growth Equities	55	12.60%	5.58B	Sep 2015	OTCAX vs JHMM
PRITX	T. Rowe Price International Stock Fund	Foreign Large Cap Equities	15	10.87%	—	May 1980	OTCAX vs PRITX
FXAIX	Fidelity 500 Index Fund	S&P 500	73	11.71%	—	Feb 1988	OTCAX vs FXAIX
XMHQ	Invesco S&P MidCap Quality ETF	Mid Cap Blend Equities	28	9.49%	5.33B	Dec 2006	OTCAX vs XMHQ
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	OTCAX vs SPY
VIMCX	Virtus KAR Mid-Cap Core Fund	Mid Cap Growth Equities	2	-1.15%	—	Jun 2009	OTCAX vs VIMCX
IXUS	iShares Core MSCI Total International Stock ETF	Foreign Large Cap Equities	60	14.51%	58.44B	Oct 2012	OTCAX vs IXUS
VIGIX	Vanguard Growth Index Fund Institutional Shares	Large Cap Growth Equities	34	10.83%	365.00B	May 1998	OTCAX vs VIGIX
FGSIX	Federated MDT Mid Cap Growth Fund Institutional Sh...	Mid Cap Growth Equities	5	1.78%	—	Aug 1984	OTCAX vs FGSIX
QQQ	Invesco QQQ ETF	Nasdaq-100	73	21.30%	493.99B	Mar 1999	OTCAX vs QQQ
FNCMX	Fidelity NASDAQ Composite Index Fund	Large Cap Growth Equities	68	16.82%	—	—	OTCAX vs FNCMX
DIA	State Street SPDR Dow Jones Industrial Average ETF...	Large Cap Blend Equities	48	6.26%	44.42B	Jan 1998	OTCAX vs DIA
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	Large Cap Blend Equities	73	11.70%	342.00B	Jul 1997	OTCAX vs VIIIX
^GSPC	S&P 500 Index		73	10.35%	—	—	OTCAX vs ^GSPC
FSMDX	Fidelity Mid Cap Index Fund	Mid Cap Blend Equities	43	12.78%	—	Sep 2011	OTCAX vs FSMDX
FDCPX	Fidelity Select Tech Hardware Portfolio	Technology Equities	99	84.16%	—	Jul 1985	OTCAX vs FDCPX
VLIFX	Value Line Mid Cap Focused Fund	Mid Cap Growth Equities	2	-1.36%	—	Mar 1950	OTCAX vs VLIFX

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