OTCAX vs. DFAX

In the year-to-date period, OTCAX achieves a 6.92% return, which is significantly higher than DFAX's 3.53% return.

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OTCAX has a 1.00% expense ratio, which is higher than DFAX's 0.30% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Mid Cap Growth Fund (OTCAX) and Dimensional World ex US Core Equity 2 ETF (DFAX). 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.

The current OTCAX Sharpe Ratio is 0.43, which is comparable to the DFAX Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of OTCAX and DFAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OTCAX has not paid dividends to shareholders, while DFAX's dividend yield for the trailing twelve months is around 2.04%.

The maximum OTCAX drawdown since its inception was -73.07%, which is greater than DFAX's maximum drawdown of -28.15%. Use the drawdown chart below to compare losses from any high point for OTCAX and DFAX. For additional features, visit the drawdowns tool.

MFS Mid Cap Growth Fund (OTCAX) has a higher volatility of 9.52% compared to Dimensional World ex US Core Equity 2 ETF (DFAX) at 3.57%. This indicates that OTCAX's price experiences larger fluctuations and is considered to be riskier than DFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.