OTCAX vs. RIPIX
Compare and contrast key facts about MFS Mid Cap Growth Fund (OTCAX) and Royce International Premier Fund Institutional Class (RIPIX).
OTCAX is managed by MFS. It was launched on Dec 1, 1993. RIPIX is managed by Royce Investment Partners.
Performance
OTCAX vs. RIPIX - Performance Comparison
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OTCAX vs. RIPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
OTCAX MFS Mid Cap Growth Fund | -9.66% | 3.32% | 23.47% | 21.00% | -28.53% | 13.66% | 35.34% | 37.43% | -7.98% |
RIPIX Royce International Premier Fund Institutional Class | -9.90% | 9.89% | -7.04% | 8.14% | -26.99% | 6.22% | 16.11% | 34.69% | -12.52% |
Returns By Period
The year-to-date returns for both stocks are quite close, with OTCAX having a -9.66% return and RIPIX slightly lower at -9.90%.
OTCAX
- 1D
- -1.00%
- 1M
- -9.59%
- YTD
- -9.66%
- 6M
- -14.39%
- 1Y
- -0.58%
- 3Y*
- 9.09%
- 5Y*
- 3.04%
- 10Y*
- 10.81%
RIPIX
- 1D
- -0.44%
- 1M
- -10.68%
- YTD
- -9.90%
- 6M
- -12.89%
- 1Y
- -0.99%
- 3Y*
- -2.49%
- 5Y*
- -4.59%
- 10Y*
- —
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OTCAX vs. RIPIX - Expense Ratio Comparison
OTCAX has a 1.00% expense ratio, which is lower than RIPIX's 1.04% expense ratio.
Return for Risk
OTCAX vs. RIPIX — Risk / Return Rank
OTCAX
RIPIX
OTCAX vs. RIPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Mid Cap Growth Fund (OTCAX) and Royce International Premier Fund Institutional Class (RIPIX). 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 | RIPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.03 | -0.14 | +0.11 |
Sortino ratioReturn per unit of downside risk | 0.10 | -0.09 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.01 | 0.99 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | -0.15 | -0.19 | +0.04 |
Martin ratioReturn relative to average drawdown | -0.43 | -0.51 | +0.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OTCAX | RIPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.03 | -0.14 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | -0.30 | +0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.04 | +0.33 |
Correlation
The correlation between OTCAX and RIPIX is 0.64, 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. RIPIX - Dividend Comparison
OTCAX's dividend yield for the trailing twelve months is around 18.55%, more than RIPIX's 1.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTCAX MFS Mid Cap Growth Fund | 18.55% | 16.76% | 15.59% | 0.00% | 0.00% | 3.64% | 0.83% | 0.86% | 4.70% | 8.80% | 5.67% | 2.84% |
RIPIX Royce International Premier Fund Institutional Class | 1.62% | 1.46% | 5.66% | 3.09% | 3.87% | 5.02% | 0.36% | 0.58% | 0.54% | 0.00% | 0.00% | 0.00% |
Drawdowns
OTCAX vs. RIPIX - Drawdown Comparison
The maximum OTCAX drawdown since its inception was -74.39%, which is greater than RIPIX's maximum drawdown of -41.89%. Use the drawdown chart below to compare losses from any high point for OTCAX and RIPIX.
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Drawdown Indicators
| OTCAX | RIPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.39% | -41.89% | -32.50% |
Max Drawdown (1Y)Largest decline over 1 year | -16.46% | -16.38% | -0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -36.85% | -41.89% | +5.04% |
Max Drawdown (10Y)Largest decline over 10 years | -36.85% | — | — |
Current DrawdownCurrent decline from peak | -16.46% | -33.58% | +17.12% |
Average DrawdownAverage peak-to-trough decline | -23.21% | -17.83% | -5.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.78% | 6.03% | -0.25% |
Volatility
OTCAX vs. RIPIX - Volatility Comparison
MFS Mid Cap Growth Fund (OTCAX) has a higher volatility of 5.88% compared to Royce International Premier Fund Institutional Class (RIPIX) at 5.45%. This indicates that OTCAX's price experiences larger fluctuations and is considered to be riskier than RIPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OTCAX | RIPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.88% | 5.45% | +0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 12.57% | 9.22% | +3.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.44% | 13.61% | +6.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.08% | 15.26% | +4.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.86% | 16.14% | +3.72% |