OTCAX vs. PRITX
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OTCAX or PRITX.
Key characteristics
| OTCAX | PRITX | |
|---|---|---|
| YTD Return | 17.65% | 6.28% |
| 1Y Return | 29.36% | 16.58% |
| 3Y Return (Ann) | -1.14% | -0.09% |
| 5Y Return (Ann) | 9.05% | 5.11% |
| 10Y Return (Ann) | 8.84% | 5.40% |
| Sharpe Ratio | 2.02 | 1.29 |
| Sortino Ratio | 2.77 | 1.89 |
| Omega Ratio | 1.36 | 1.23 |
| Calmar Ratio | 1.14 | 0.96 |
| Martin Ratio | 10.58 | 6.82 |
| Ulcer Index | 2.81% | 2.42% |
| Daily Std Dev | 14.69% | 12.82% |
| Max Drawdown | -73.07% | -72.86% |
| Current Drawdown | -4.46% | -6.62% |
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.
Performance
OTCAX vs. PRITX - Performance Comparison
In the year-to-date period, OTCAX achieves a 17.65% return, which is significantly higher than PRITX's 6.28% return. Over the past 10 years, OTCAX has outperformed PRITX with an annualized return of 8.84%, while PRITX has yielded a comparatively lower 5.40% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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OTCAX vs. PRITX - Expense Ratio Comparison
OTCAX has a 1.00% expense ratio, which is higher than PRITX's 0.84% expense ratio.
Risk-Adjusted Performance
OTCAX vs. PRITX - Risk-Adjusted Performance 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.
Dividends
OTCAX vs. PRITX - Dividend Comparison
OTCAX has not paid dividends to shareholders, while PRITX's dividend yield for the trailing twelve months is around 1.03%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTCAX MFS Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 7.09% | 0.00% |
PRITX T. Rowe Price International Stock Fund | 1.03% | 1.10% | 0.45% | 0.86% | 0.38% | 2.31% | 1.67% | 1.45% | 1.24% | 1.11% | 1.22% | 0.92% |
Drawdowns
OTCAX vs. PRITX - Drawdown Comparison
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.
Volatility
OTCAX vs. PRITX - Volatility Comparison
MFS Mid Cap Growth Fund (OTCAX) has a higher volatility of 4.31% compared to T. Rowe Price International Stock Fund (PRITX) at 3.88%. 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.