FOSCX vs. OTCKX

Last updated Jun 24, 2026

FOSCX (Tributary Small Company Fund) and OTCKX (MFS Mid Cap Growth Fund Class R6) are both mutual funds - FOSCX is a Small Cap Blend Equities fund managed by Tributary Funds, while OTCKX is a Mid Cap Growth Equities fund actively managed by MFS. Over the past 10 years, FOSCX returned 9.97%/yr vs 13.38%/yr for OTCKX. A 0.74 correlation means they provide meaningful diversification when combined. FOSCX charges 1.18%/yr vs 0.65%/yr for OTCKX.

Performance

FOSCX vs. OTCKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Tributary Small Company Fund (FOSCX) and MFS Mid Cap Growth Fund Class R6 (OTCKX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, FOSCX achieves a 25.45% return, which is significantly higher than OTCKX's 6.12% return. Over the past 10 years, FOSCX has underperformed OTCKX with an annualized return of 9.97%, while OTCKX has yielded a comparatively higher 13.38% annualized return.

FOSCX

• 1D: 0.38%
• 1M: 6.46%
• YTD: 25.45%
• 6M: 23.06%
• 1Y: 28.62%
• 3Y*: 13.58%
• 5Y*: 8.15%
• 10Y*: 9.97%

OTCKX

• 1D: 0.40%
• 1M: 4.21%
• YTD: 6.12%
• 6M: 4.28%
• 1Y: 4.16%
• 3Y*: 15.63%
• 5Y*: 5.85%
• 10Y*: 13.38%

*Multi-year figures are annualized to reflect compound growth (CAGR)

FOSCX vs. OTCKX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FOSCX Tributary Small Company Fund	25.45%	-3.67%	9.35%	16.92%	-13.17%	32.03%	1.21%	23.18%	-10.81%	8.44%
OTCKX MFS Mid Cap Growth Fund Class R6	6.12%	3.75%	26.48%	21.50%	-28.29%	14.09%	35.81%	37.93%	1.19%	26.35%

Correlation

The correlation between FOSCX and OTCKX is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.65
Correlation (3Y) Calculated over the trailing 3-year period	0.71
Correlation (5Y) Calculated over the trailing 5-year period	0.76
Correlation (10Y) Calculated over the trailing 10-year period	0.71
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014	0.74

The correlation between FOSCX and OTCKX shifts across timeframes, from 0.65 (1 year) to 0.76 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

FOSCX vs. OTCKX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FOSCX

FOSCX Risk / Return Rank: 49
FOSCX Sharpe Ratio Rank: 41
FOSCX Sortino Ratio Rank: 44
FOSCX Omega Ratio Rank: 37
FOSCX Calmar Ratio Rank: 78
FOSCX Martin Ratio Rank: 46

OTCKX

OTCKX Risk / Return Rank: 5
OTCKX Sharpe Ratio Rank: 5
OTCKX Sortino Ratio Rank: 5
OTCKX Omega Ratio Rank: 5
OTCKX Calmar Ratio Rank: 5
OTCKX Martin Ratio Rank: 5

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FOSCX vs. OTCKX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Tributary Small Company Fund (FOSCX) and MFS Mid Cap Growth Fund Class R6 (OTCKX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	FOSCX	OTCKX	Difference
Sharpe ratio: Return per unit of total volatility	1.74	0.29	+1.44
Sortino ratio: Return per unit of downside risk	2.59	0.54	+2.05
Omega ratio: Gain probability vs. loss probability	1.30	1.06	+0.24
Calmar ratio: Return relative to maximum drawdown	3.34	0.31	+3.03
Martin ratio: Return relative to average drawdown	9.11	0.79	+8.32

FOSCX vs. OTCKX - Sharpe Ratio Comparison

The current FOSCX Sharpe Ratio is 1.74, which is higher than the OTCKX Sharpe Ratio of 0.29. The chart below compares the historical Sharpe Ratios of FOSCX and OTCKX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

FOSCX vs. OTCKX - Drawdown Comparison

The maximum FOSCX drawdown since its inception was -52.57%, which is greater than OTCKX's maximum drawdown of -36.64%. Use the drawdown chart below to compare losses from any high point for FOSCX and OTCKX.

Drawdown Indicators

	FOSCX	OTCKX	Difference
Max Drawdown Largest peak-to-trough decline	-52.57%	-36.64%	-15.93%
Max Drawdown (1Y) Largest decline over 1 year	-9.16%	-16.31%	+7.15%
Max Drawdown (3Y) Largest decline over 3 years	-29.00%	-20.99%	-8.01%
Max Drawdown (5Y) Largest decline over 5 years	-29.00%	-36.64%	+7.64%
Max Drawdown (10Y) Largest decline over 10 years	-40.05%	-36.64%	-3.41%
Current Drawdown Current decline from peak	0.00%	-1.76%	+1.76%
Average Drawdown Average peak-to-trough decline	-7.06%	-7.35%	+0.29%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.35%	6.36%	-3.01%

Volatility

FOSCX vs. OTCKX - Volatility Comparison

The current volatility for Tributary Small Company Fund (FOSCX) is 4.89%, while MFS Mid Cap Growth Fund Class R6 (OTCKX) has a volatility of 6.00%. This indicates that FOSCX experiences smaller price fluctuations and is considered to be less risky than OTCKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FOSCX	OTCKX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.89%	6.00%	-1.11%
Volatility (6M) Calculated over the trailing 6-month period	12.05%	14.14%	-2.09%
Volatility (1Y) Calculated over the trailing 1-year period	17.66%	17.33%	+0.33%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.64%	20.49%	+0.15%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.91%	20.13%	+1.78%

FOSCX vs. OTCKX - Expense Ratio Comparison

FOSCX has a 1.18% expense ratio, which is higher than OTCKX's 0.65% expense ratio.

Dividends

FOSCX vs. OTCKX - Dividend Comparison

FOSCX's dividend yield for the trailing twelve months is around 6.06%, less than OTCKX's 14.03% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FOSCX Tributary Small Company Fund	6.06%	7.61%	6.67%	2.82%	13.61%	15.18%	0.02%	1.28%	5.45%	5.28%	1.51%	0.00%
OTCKX MFS Mid Cap Growth Fund Class R6	14.03%	14.88%	16.85%	0.00%	0.00%	3.35%	0.77%	0.81%	4.40%	8.28%	5.38%	2.72%

Frequently Asked Questions

Can I hold both FOSCX and OTCKX in my portfolio?

FOSCX and OTCKX have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, FOSCX or OTCKX?

OTCKX has higher volatility (6.00%) compared to FOSCX (4.89%). In terms of maximum drawdown, FOSCX dropped -52.57% vs OTCKX's -36.64%.

Which has better risk-adjusted returns?

FOSCX currently has the higher Sharpe Ratio (1.74 vs 0.29), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.