OTCAX vs. PRITX

In the year-to-date period, OTCAX achieves a 6.66% return, which is significantly higher than PRITX's 2.83% return. Over the past 10 years, OTCAX has outperformed PRITX with an annualized return of 7.53%, while PRITX has yielded a comparatively lower 5.30% annualized return.

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OTCAX has a 1.00% expense ratio, which is higher than PRITX's 0.84% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Mid Cap Growth Fund (OTCAX) and T. Rowe Price International Stock Fund (PRITX). 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 0.44, which is comparable to the PRITX Sharpe Ratio of 0.40. The chart below compares the historical Sharpe Ratios of OTCAX and PRITX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither OTCAX nor PRITX has paid dividends to shareholders.

The maximum OTCAX drawdown since its inception was -73.07%, roughly equal to the maximum PRITX drawdown of -72.86%. Use the drawdown chart below to compare losses from any high point for OTCAX and PRITX. For additional features, visit the drawdowns tool.

MFS Mid Cap Growth Fund (OTCAX) has a higher volatility of 9.61% compared to T. Rowe Price International Stock Fund (PRITX) at 3.39%. This indicates that OTCAX's price experiences larger fluctuations and is considered to be riskier than PRITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.