OTCAX vs. VIGIX
Compare and contrast key facts about MFS Mid Cap Growth Fund (OTCAX) and Vanguard Growth Index Fund Institutional Shares (VIGIX).
OTCAX is managed by MFS. It was launched on Dec 1, 1993. VIGIX is managed by Vanguard. It was launched on May 14, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OTCAX or VIGIX.
Key characteristics
| OTCAX | VIGIX | |
|---|---|---|
| YTD Return | 17.65% | 32.01% |
| 1Y Return | 29.36% | 42.56% |
| 3Y Return (Ann) | -1.14% | 9.23% |
| 5Y Return (Ann) | 9.05% | 19.50% |
| 10Y Return (Ann) | 8.84% | 15.84% |
| Sharpe Ratio | 2.02 | 2.50 |
| Sortino Ratio | 2.77 | 3.19 |
| Omega Ratio | 1.36 | 1.46 |
| Calmar Ratio | 1.14 | 3.28 |
| Martin Ratio | 10.58 | 12.95 |
| Ulcer Index | 2.81% | 3.28% |
| Daily Std Dev | 14.69% | 16.98% |
| Max Drawdown | -73.07% | -57.17% |
| Current Drawdown | -4.46% | 0.00% |
Correlation
The correlation between OTCAX and VIGIX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
OTCAX vs. VIGIX - Performance Comparison
In the year-to-date period, OTCAX achieves a 17.65% return, which is significantly lower than VIGIX's 32.01% return. Over the past 10 years, OTCAX has underperformed VIGIX with an annualized return of 8.84%, while VIGIX has yielded a comparatively higher 15.84% 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. VIGIX - Expense Ratio Comparison
OTCAX has a 1.00% expense ratio, which is higher than VIGIX's 0.04% expense ratio.
Risk-Adjusted Performance
OTCAX vs. VIGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Mid Cap Growth Fund (OTCAX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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. VIGIX - Dividend Comparison
OTCAX has not paid dividends to shareholders, while VIGIX's dividend yield for the trailing twelve months is around 0.48%.
| 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% |
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.48% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% | 1.22% | 1.20% |
Drawdowns
OTCAX vs. VIGIX - Drawdown Comparison
The maximum OTCAX drawdown since its inception was -73.07%, which is greater than VIGIX's maximum drawdown of -57.17%. Use the drawdown chart below to compare losses from any high point for OTCAX and VIGIX. For additional features, visit the drawdowns tool.
Volatility
OTCAX vs. VIGIX - Volatility Comparison
The current volatility for MFS Mid Cap Growth Fund (OTCAX) is 4.31%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 5.01%. This indicates that OTCAX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.