Correlation
The correlation between OTCAX and ACMVX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
OTCAX vs. ACMVX
Compare and contrast key facts about MFS Mid Cap Growth Fund (OTCAX) and American Century Mid Cap Value Fund (ACMVX).
OTCAX is managed by MFS. It was launched on Dec 1, 1993. ACMVX is managed by American Century Investments. It was launched on Mar 31, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OTCAX or ACMVX.
Performance
OTCAX vs. ACMVX - Performance Comparison
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Key characteristics
OTCAX:
0.34
ACMVX:
0.52
OTCAX:
0.62
ACMVX:
0.71
OTCAX:
1.08
ACMVX:
1.09
OTCAX:
0.34
ACMVX:
0.45
OTCAX:
1.13
ACMVX:
1.50
OTCAX:
6.60%
ACMVX:
4.35%
OTCAX:
21.97%
ACMVX:
15.39%
OTCAX:
-73.07%
ACMVX:
-51.18%
OTCAX:
-4.46%
ACMVX:
-4.35%
Returns By Period
In the year-to-date period, OTCAX achieves a 3.09% return, which is significantly higher than ACMVX's 2.11% return. Over the past 10 years, OTCAX has outperformed ACMVX with an annualized return of 10.81%, while ACMVX has yielded a comparatively lower 7.98% annualized return.
OTCAX
3.09%
8.58%
-3.22%
7.47%
10.38%
8.91%
10.81%
ACMVX
2.11%
4.97%
-4.03%
7.86%
4.40%
11.62%
7.98%
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OTCAX vs. ACMVX - Expense Ratio Comparison
OTCAX has a 1.00% expense ratio, which is higher than ACMVX's 0.97% expense ratio.
Risk-Adjusted Performance
OTCAX vs. ACMVX — Risk-Adjusted Performance Rank
OTCAX
ACMVX
OTCAX vs. ACMVX - Risk-Adjusted Performance 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.
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Dividends
OTCAX vs. ACMVX - Dividend Comparison
OTCAX's dividend yield for the trailing twelve months is around 7.56%, less than ACMVX's 8.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTCAX MFS Mid Cap Growth Fund | 7.56% | 7.80% | 0.00% | 0.00% | 3.64% | 0.83% | 0.86% | 4.70% | 8.80% | 5.67% | 2.84% | 7.09% |
ACMVX American Century Mid Cap Value Fund | 8.51% | 8.76% | 5.24% | 15.00% | 15.95% | 1.83% | 1.46% | 14.51% | 9.49% | 4.05% | 11.06% | 11.12% |
Drawdowns
OTCAX vs. ACMVX - Drawdown Comparison
The maximum OTCAX drawdown since its inception was -73.07%, which is greater than ACMVX's maximum drawdown of -51.18%. Use the drawdown chart below to compare losses from any high point for OTCAX and ACMVX.
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Volatility
OTCAX vs. ACMVX - Volatility Comparison
The current volatility for MFS Mid Cap Growth Fund (OTCAX) is 4.23%, while American Century Mid Cap Value Fund (ACMVX) has a volatility of 4.74%. This indicates that OTCAX experiences smaller price fluctuations and is considered to be less risky than ACMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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