OTCKX vs. BFGIX
Compare and contrast key facts about MFS Mid Cap Growth Fund Class R6 (OTCKX) and Baron Focused Growth Fund Institutional Shares (BFGIX).
OTCKX is an actively managed fund by MFS. It was launched on Dec 1, 1993. BFGIX is an actively managed fund by Baron Capital. It was launched on May 29, 2009.
Performance
OTCKX vs. BFGIX - Performance Comparison
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OTCKX vs. BFGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OTCKX MFS Mid Cap Growth Fund Class R6 | -9.60% | 3.75% | 26.48% | 21.50% | -28.29% | 14.09% | 35.81% | 37.93% | 1.19% | 26.35% |
BFGIX Baron Focused Growth Fund Institutional Shares | -7.21% | 22.26% | 29.85% | 27.78% | -28.05% | 19.00% | 122.92% | 30.34% | 4.08% | 26.58% |
Returns By Period
In the year-to-date period, OTCKX achieves a -9.60% return, which is significantly lower than BFGIX's -7.21% return. Over the past 10 years, OTCKX has underperformed BFGIX with an annualized return of 11.43%, while BFGIX has yielded a comparatively higher 20.17% annualized return.
OTCKX
- 1D
- -1.00%
- 1M
- -9.60%
- YTD
- -9.60%
- 6M
- -14.24%
- 1Y
- -0.21%
- 3Y*
- 10.26%
- 5Y*
- 3.85%
- 10Y*
- 11.43%
BFGIX
- 1D
- 0.04%
- 1M
- -7.76%
- YTD
- -7.21%
- 6M
- 4.24%
- 1Y
- 23.24%
- 3Y*
- 18.02%
- 5Y*
- 9.99%
- 10Y*
- 20.17%
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OTCKX vs. BFGIX - Expense Ratio Comparison
OTCKX has a 0.65% expense ratio, which is lower than BFGIX's 1.05% expense ratio.
Return for Risk
OTCKX vs. BFGIX — Risk / Return Rank
OTCKX
BFGIX
OTCKX vs. BFGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Mid Cap Growth Fund Class R6 (OTCKX) and Baron Focused Growth Fund Institutional Shares (BFGIX). 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.
| OTCKX | BFGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.01 | 1.08 | -1.09 |
Sortino ratioReturn per unit of downside risk | 0.12 | 1.92 | -1.79 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.25 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | -0.13 | 1.84 | -1.98 |
Martin ratioReturn relative to average drawdown | -0.38 | 7.02 | -7.39 |
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
| OTCKX | BFGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.01 | 1.08 | -1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.45 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.85 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.76 | -0.22 |
Correlation
The correlation between OTCKX and BFGIX is 0.81, 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
OTCKX vs. BFGIX - Dividend Comparison
OTCKX's dividend yield for the trailing twelve months is around 16.46%, while BFGIX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTCKX MFS Mid Cap Growth Fund Class R6 | 16.46% | 14.88% | 16.85% | 0.00% | 0.00% | 3.35% | 0.77% | 0.81% | 4.40% | 8.28% | 5.38% | 2.72% |
BFGIX Baron Focused Growth Fund Institutional Shares | 0.00% | 0.00% | 0.00% | 0.00% | 11.79% | 15.01% | 2.78% | 1.74% | 1.05% | 2.07% | 5.92% | 6.01% |
Drawdowns
OTCKX vs. BFGIX - Drawdown Comparison
The maximum OTCKX drawdown since its inception was -36.64%, smaller than the maximum BFGIX drawdown of -43.62%. Use the drawdown chart below to compare losses from any high point for OTCKX and BFGIX.
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Drawdown Indicators
| OTCKX | BFGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.64% | -43.62% | +6.98% |
Max Drawdown (1Y)Largest decline over 1 year | -16.31% | -11.96% | -4.35% |
Max Drawdown (5Y)Largest decline over 5 years | -36.64% | -35.71% | -0.93% |
Max Drawdown (10Y)Largest decline over 10 years | -36.64% | -43.62% | +6.98% |
Current DrawdownCurrent decline from peak | -16.31% | -9.66% | -6.65% |
Average DrawdownAverage peak-to-trough decline | -7.37% | -7.89% | +0.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.71% | 3.14% | +2.57% |
Volatility
OTCKX vs. BFGIX - Volatility Comparison
MFS Mid Cap Growth Fund Class R6 (OTCKX) has a higher volatility of 5.89% compared to Baron Focused Growth Fund Institutional Shares (BFGIX) at 4.23%. This indicates that OTCKX's price experiences larger fluctuations and is considered to be riskier than BFGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OTCKX | BFGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.89% | 4.23% | +1.66% |
Volatility (6M)Calculated over the trailing 6-month period | 12.58% | 15.65% | -3.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.46% | 22.99% | -2.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.27% | 22.58% | -2.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.96% | 23.95% | -3.99% |