OTCAX vs. PRITX

Last updated Apr 2, 2026

Compare and contrast key facts about MFS Mid Cap Growth Fund (OTCAX) and T. Rowe Price International Stock Fund (PRITX).

OTCAX is managed by MFS. It was launched on Dec 1, 1993. PRITX is managed by T. Rowe Price. It was launched on May 8, 1980.

Performance

OTCAX vs. PRITX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MFS Mid Cap Growth Fund (OTCAX) and T. Rowe Price International Stock Fund (PRITX). The values are adjusted to include any dividend payments, if applicable.

OTCAX vs. PRITX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
OTCAX MFS Mid Cap Growth Fund	-6.41%	3.32%	23.47%	21.00%	-28.53%	13.66%	35.34%	37.43%	0.82%	25.95%
PRITX T. Rowe Price International Stock Fund	-3.04%	18.36%	3.44%	16.43%	-15.74%	1.46%	14.63%	28.40%	-14.03%	26.38%

Returns By Period

In the year-to-date period, OTCAX achieves a -6.41% return, which is significantly lower than PRITX's -3.04% return. Over the past 10 years, OTCAX has outperformed PRITX with an annualized return of 11.20%, while PRITX has yielded a comparatively lower 6.80% annualized return.

OTCAX

• 1D: 3.59%
• 1M: -6.60%
• YTD: -6.41%
• 6M: -10.76%
• 1Y: 2.30%
• 3Y*: 10.38%
• 5Y*: 3.37%
• 10Y*: 11.20%

PRITX

• 1D: 3.39%
• 1M: -8.59%
• YTD: -3.04%
• 6M: -2.84%
• 1Y: 9.98%
• 3Y*: 8.12%
• 5Y*: 2.46%
• 10Y*: 6.80%

*Multi-year figures are annualized to reflect compound growth (CAGR)

OTCAX vs. PRITX - Expense Ratio Comparison

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

OTCAX

MFS Mid Cap Growth Fund

PRITX

T. Rowe Price International Stock Fund

Return for Risk

OTCAX vs. PRITX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

OTCAX

OTCAX Risk / Return Rank: 7
OTCAX Sharpe Ratio Rank: 7
OTCAX Sortino Ratio Rank: 7
OTCAX Omega Ratio Rank: 7
OTCAX Calmar Ratio Rank: 9
OTCAX Martin Ratio Rank: 8

PRITX

PRITX Risk / Return Rank: 21
PRITX Sharpe Ratio Rank: 21
PRITX Sortino Ratio Rank: 21
PRITX Omega Ratio Rank: 20
PRITX Calmar Ratio Rank: 22
PRITX Martin Ratio Rank: 24

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

OTCAX vs. PRITX - Risk-Adjusted Trends Comparison

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.

	OTCAX	PRITX	Difference
Sharpe ratio Return per unit of total volatility	0.15	0.60	-0.45
Sortino ratio Return per unit of downside risk	0.35	0.93	-0.58
Omega ratio Gain probability vs. loss probability	1.05	1.13	-0.08
Calmar ratio Return relative to maximum drawdown	0.18	0.70	-0.52
Martin ratio Return relative to average drawdown	0.51	2.75	-2.24
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

OTCAX vs. PRITX - Sharpe Ratio Comparison

The current OTCAX Sharpe Ratio is 0.15, which is lower than the PRITX Sharpe Ratio of 0.60. 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.

Sharpe Ratios by Period

	OTCAX	PRITX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.15	0.60	-0.45
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.17	0.16	+0.01
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.56	0.42	+0.15
Sharpe Ratio (All Time) Calculated using the full available price history	0.37	0.35	+0.02

Correlation

The correlation between OTCAX and PRITX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

OTCAX vs. PRITX - Dividend Comparison

OTCAX's dividend yield for the trailing twelve months is around 17.91%, more than PRITX's 10.03% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
OTCAX MFS Mid Cap Growth Fund	17.91%	16.76%	15.59%	0.00%	0.00%	3.64%	0.83%	0.86%	4.70%	8.80%	5.67%	2.84%
PRITX T. Rowe Price International Stock Fund	10.03%	9.73%	1.15%	1.10%	0.95%	7.35%	1.52%	3.06%	7.31%	3.48%	0.98%	1.37%

Drawdowns

OTCAX vs. PRITX - Drawdown Comparison

The maximum OTCAX drawdown since its inception was -74.39%, which is greater than PRITX's maximum drawdown of -61.38%. Use the drawdown chart below to compare losses from any high point for OTCAX and PRITX.

Drawdown Indicators

	OTCAX	PRITX	Difference
Max Drawdown Largest peak-to-trough decline	-74.39%	-61.38%	-13.01%
Max Drawdown (1Y) Largest decline over 1 year	-16.46%	-13.41%	-3.05%
Max Drawdown (5Y) Largest decline over 5 years	-36.85%	-32.04%	-4.81%
Max Drawdown (10Y) Largest decline over 10 years	-36.85%	-33.02%	-3.83%
Current Drawdown Current decline from peak	-13.46%	-10.47%	-2.99%
Average Drawdown Average peak-to-trough decline	-23.21%	-16.00%	-7.21%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.84%	3.40%	+2.44%

Volatility

OTCAX vs. PRITX - Volatility Comparison

The current volatility for MFS Mid Cap Growth Fund (OTCAX) is 7.09%, while T. Rowe Price International Stock Fund (PRITX) has a volatility of 8.39%. This indicates that OTCAX experiences smaller price fluctuations and is considered to be less risky than PRITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	OTCAX	PRITX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.09%	8.39%	-1.30%
Volatility (6M) Calculated over the trailing 6-month period	13.06%	12.18%	+0.88%
Volatility (1Y) Calculated over the trailing 1-year period	20.72%	17.19%	+3.53%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.13%	15.68%	+4.45%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.89%	16.32%	+3.57%