OTCAX vs. ACMVX
OTCAX (MFS Mid Cap Growth Fund) and ACMVX (American Century Mid Cap Value Fund) are both mutual funds - OTCAX is a Mid Cap Growth Equities fund managed by MFS, while ACMVX is a Mid Cap Value Equities fund managed by American Century. Over the past 10 years, OTCAX returned 11.67%/yr vs 9.35%/yr for ACMVX. Their 0.78 correlation means they have sometimes moved together and sometimes differently. OTCAX charges 1.00%/yr vs 0.97%/yr for ACMVX.
Performance
OTCAX vs. ACMVX - Performance Comparison
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Returns By Period
In the year-to-date period, OTCAX achieves a 3.40% return, which is significantly lower than ACMVX's 16.12% return. Over the past 10 years, OTCAX has outperformed ACMVX with an annualized return of 11.67%, while ACMVX has yielded a comparatively lower 9.35% annualized return.
OTCAX
- 1D
- 1.32%
- 1M
- -2.06%
- 6M
- 5.07%
- YTD
- 3.40%
- 1Y
- -1.75%
- 3Y*
- 12.52%
- 5Y*
- 3.35%
- 10Y*
- 11.67%
- ALL TIME*
- 8.66%
ACMVX
- 1D
- 0.71%
- 1M
- 2.78%
- 6M
- 10.37%
- YTD
- 16.12%
- 1Y
- 20.46%
- 3Y*
- 12.12%
- 5Y*
- 8.90%
- 10Y*
- 9.35%
- ALL TIME*
- 10.03%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
OTCAX vs. ACMVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OTCAX MFS Mid Cap Growth Fund | 3.40% | 3.32% | 23.47% | 21.00% | -28.53% | 13.66% | 35.34% | 37.43% | 0.82% | 25.95% |
ACMVX American Century Mid Cap Value Fund | 16.12% | 8.77% | 8.50% | 6.18% | -1.34% | 23.41% | 1.63% | 28.89% | -12.63% | 11.57% |
Correlation
The correlation between OTCAX and ACMVX is 0.44, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.44 |
Correlation (3Y) Balances recent behavior with more history. | 0.54 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.64 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.64 |
Correlation (All Time) Calculated using the full available price history since Apr 1, 2004 | 0.78 |
Over the past year, the correlation between OTCAX and ACMVX has dropped to 0.44 - well below their long-term average of 0.78, suggesting their price drivers have been diverging.
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Return for Risk
OTCAX vs. ACMVX — Risk / Return Rank
OTCAX
ACMVX
OTCAX vs. ACMVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Mid Cap Growth Fund (OTCAX) and American Century Mid Cap Value Fund (ACMVX). 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.
| OTCAX | ACMVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.87 | ||
| Sortino ratioReturn per unit of downside risk | -2.68 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.33 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | -0.00 | 2.58 | -2.59 |
| Martin ratioReturn relative to average drawdown | -0.01 | 8.45 | -8.46 |
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Drawdowns
OTCAX vs. ACMVX - Drawdown Comparison
The maximum OTCAX drawdown since its inception was -74.39%, which is greater than ACMVX's maximum drawdown of -51.19%. Use the drawdown chart below to compare losses from any high point for OTCAX and ACMVX.
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Drawdown Indicators
| OTCAX | ACMVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.39% | -51.19% | -23.20% |
Max Drawdown (1Y)Largest decline over 1 year | -16.46% | -8.49% | -7.97% |
Max Drawdown (3Y)Largest decline over 3 years | -21.05% | -14.57% | -6.48% |
Max Drawdown (5Y)Largest decline over 5 years | -36.85% | -17.46% | -19.39% |
Max Drawdown (10Y)Largest decline over 10 years | -36.85% | -39.24% | +2.39% |
Current DrawdownCurrent decline from peak | -4.38% | -0.64% | -3.74% |
Average DrawdownAverage peak-to-trough decline | -23.03% | -5.89% | -17.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.61% | 2.59% | +4.02% |
Volatility
OTCAX vs. ACMVX - Volatility Comparison
MFS Mid Cap Growth Fund (OTCAX) has a higher volatility of 4.88% compared to American Century Mid Cap Value Fund (ACMVX) at 3.40%. This indicates that OTCAX's price experiences larger fluctuations and is considered to be riskier than ACMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OTCAX | ACMVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.88% | 3.40% | +1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 14.44% | 8.62% | +5.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.74% | 11.79% | +5.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.39% | 14.57% | +5.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.03% | 17.38% | +2.65% |
OTCAX vs. ACMVX - Expense Ratio Comparison
OTCAX has a 1.00% expense ratio, which is higher than ACMVX's 0.97% expense ratio.
Dividends
OTCAX vs. ACMVX - Dividend Comparison
OTCAX's dividend yield for the trailing twelve months is around 16.21%, more than ACMVX's 12.63% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACMVX American Century Mid Cap Value Fund | 12.63% | 14.46% | 8.76% | 5.24% | 15.00% | 15.95% | 1.83% | 1.46% | 14.51% | 9.49% | 4.05% | 11.06% |
OTCAX MFS Mid Cap Growth Fund | 16.21% | 16.76% | 15.59% | 0.00% | 0.00% | 3.64% | 0.83% | 0.86% | 4.70% | 8.80% | 5.67% | 2.84% |
Frequently Asked Questions
OTCAX and ACMVX have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OTCAX has higher volatility (4.88%) compared to ACMVX (3.40%). In terms of maximum drawdown, OTCAX dropped -74.39% vs ACMVX's -51.19%.
ACMVX currently has the higher Sharpe Ratio (1.86 vs -0.00), 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.
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