OTCAX vs. FXAIX

In the year-to-date period, OTCAX achieves a -5.06% return, which is significantly higher than FXAIX's -5.72% return. Over the past 10 years, OTCAX has underperformed FXAIX with an annualized return of 6.29%, while FXAIX has yielded a comparatively higher 11.90% annualized return.

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OTCAX has a 1.00% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Mid Cap Growth Fund (OTCAX) and Fidelity 500 Index Fund (FXAIX). 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 -0.15, which is lower than the FXAIX Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of OTCAX and FXAIX, 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 FXAIX's dividend yield for the trailing twelve months is around 1.35%.

The maximum OTCAX drawdown since its inception was -73.07%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for OTCAX and FXAIX. For additional features, visit the drawdowns tool.

MFS Mid Cap Growth Fund (OTCAX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 14.04% and 14.39%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.