OTCAX vs. VIMCX
Compare and contrast key facts about MFS Mid Cap Growth Fund (OTCAX) and Virtus KAR Mid-Cap Core Fund (VIMCX).
OTCAX is managed by MFS. It was launched on Dec 1, 1993. VIMCX is managed by Virtus. It was launched on Jun 22, 2009.
Performance
OTCAX vs. VIMCX - Performance Comparison
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OTCAX vs. VIMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OTCAX MFS Mid Cap Growth Fund | -9.66% | 3.32% | 23.47% | 21.00% | -28.53% | 13.66% | 35.34% | 37.43% | 0.82% | 25.95% |
VIMCX Virtus KAR Mid-Cap Core Fund | -6.62% | 0.72% | 5.20% | 22.64% | -19.75% | 25.28% | 26.11% | 31.74% | -4.18% | 24.95% |
Returns By Period
In the year-to-date period, OTCAX achieves a -9.66% return, which is significantly lower than VIMCX's -6.62% return. Over the past 10 years, OTCAX has outperformed VIMCX with an annualized return of 10.81%, while VIMCX has yielded a comparatively lower 10.08% annualized return.
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%
VIMCX
- 1D
- -0.17%
- 1M
- -10.94%
- YTD
- -6.62%
- 6M
- -8.91%
- 1Y
- -2.62%
- 3Y*
- 4.40%
- 5Y*
- 2.97%
- 10Y*
- 10.08%
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OTCAX vs. VIMCX - Expense Ratio Comparison
OTCAX has a 1.00% expense ratio, which is higher than VIMCX's 0.95% expense ratio.
Return for Risk
OTCAX vs. VIMCX — Risk / Return Rank
OTCAX
VIMCX
OTCAX vs. VIMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Mid Cap Growth Fund (OTCAX) and Virtus KAR Mid-Cap Core Fund (VIMCX). 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 | VIMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.03 | -0.10 | +0.07 |
Sortino ratioReturn per unit of downside risk | 0.10 | -0.01 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.00 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | -0.15 | -0.30 | +0.15 |
Martin ratioReturn relative to average drawdown | -0.43 | -0.87 | +0.44 |
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 | VIMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.03 | -0.10 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.17 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.54 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.70 | -0.33 |
Correlation
The correlation between OTCAX and VIMCX is 0.89, 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.
Dividends
OTCAX vs. VIMCX - Dividend Comparison
OTCAX's dividend yield for the trailing twelve months is around 18.55%, more than VIMCX's 4.73% 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% |
VIMCX Virtus KAR Mid-Cap Core Fund | 4.73% | 4.41% | 0.00% | 2.36% | 0.23% | 1.58% | 0.67% | 0.94% | 0.77% | 0.29% | 0.00% | 0.63% |
Drawdowns
OTCAX vs. VIMCX - Drawdown Comparison
The maximum OTCAX drawdown since its inception was -74.39%, which is greater than VIMCX's maximum drawdown of -33.92%. Use the drawdown chart below to compare losses from any high point for OTCAX and VIMCX.
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Drawdown Indicators
| OTCAX | VIMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.39% | -33.92% | -40.47% |
Max Drawdown (1Y)Largest decline over 1 year | -16.46% | -12.25% | -4.21% |
Max Drawdown (5Y)Largest decline over 5 years | -36.85% | -28.42% | -8.43% |
Max Drawdown (10Y)Largest decline over 10 years | -36.85% | -33.92% | -2.93% |
Current DrawdownCurrent decline from peak | -16.46% | -12.71% | -3.75% |
Average DrawdownAverage peak-to-trough decline | -23.21% | -4.87% | -18.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.78% | 4.22% | +1.56% |
Volatility
OTCAX vs. VIMCX - Volatility Comparison
MFS Mid Cap Growth Fund (OTCAX) has a higher volatility of 5.88% compared to Virtus KAR Mid-Cap Core Fund (VIMCX) at 4.93%. This indicates that OTCAX's price experiences larger fluctuations and is considered to be riskier than VIMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OTCAX | VIMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.88% | 4.93% | +0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 12.57% | 11.34% | +1.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.44% | 19.71% | +0.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.08% | 18.00% | +2.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.86% | 18.62% | +1.24% |