OTCKX vs. FOSCX
OTCKX (MFS Mid Cap Growth Fund Class R6) and FOSCX (Tributary Small Company Fund) are both mutual funds - OTCKX is a Mid Cap Growth Equities fund actively managed by MFS, while FOSCX is a Small Cap Blend Equities fund managed by Tributary Funds. Over the past 10 years, OTCKX returned 12.18%/yr vs 9.13%/yr for FOSCX. Their 0.74 correlation means they have sometimes moved together and sometimes differently. OTCKX charges 0.65%/yr vs 1.18%/yr for FOSCX.
Performance
OTCKX vs. FOSCX - Performance Comparison
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Returns By Period
In the year-to-date period, OTCKX achieves a 2.39% return, which is significantly lower than FOSCX's 25.16% return. Over the past 10 years, OTCKX has outperformed FOSCX with an annualized return of 12.18%, while FOSCX has yielded a comparatively lower 9.13% annualized return.
OTCKX
- 1D
- 2.10%
- 1M
- -3.22%
- 6M
- 3.04%
- YTD
- 2.39%
- 1Y
- -0.87%
- 3Y*
- 12.39%
- 5Y*
- 4.03%
- 10Y*
- 12.18%
- ALL TIME*
- 11.39%
FOSCX
- 1D
- 1.21%
- 1M
- -0.38%
- 6M
- 16.10%
- YTD
- 25.16%
- 1Y
- 28.50%
- 3Y*
- 10.49%
- 5Y*
- 8.14%
- 10Y*
- 9.13%
- ALL TIME*
- 9.86%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
OTCKX vs. FOSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OTCKX MFS Mid Cap Growth Fund Class R6 | 2.39% | 3.75% | 26.48% | 21.50% | -28.29% | 14.09% | 35.81% | 37.93% | 1.19% | 26.35% |
FOSCX Tributary Small Company Fund | 25.16% | -3.67% | 9.35% | 16.92% | -13.17% | 32.03% | 1.21% | 23.18% | -10.81% | 8.44% |
Correlation
The correlation between OTCKX and FOSCX is 0.68, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.68 |
Correlation (3Y) Balances recent behavior with more history. | 0.71 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.76 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.71 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.74 |
The correlation between OTCKX and FOSCX has been stable across timeframes, ranging from 0.68 to 0.76 - a consistent structural relationship.
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Return for Risk
OTCKX vs. FOSCX — Risk / Return Rank
OTCKX
FOSCX
OTCKX vs. FOSCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Mid Cap Growth Fund Class R6 (OTCKX) and Tributary Small Company Fund (FOSCX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OTCKX | FOSCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.60 | ||
| Sortino ratioReturn per unit of downside risk | -2.33 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.26 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | -0.16 | 2.74 | -2.91 |
| Martin ratioReturn relative to average drawdown | -0.41 | 7.58 | -8.00 |
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Drawdowns
OTCKX vs. FOSCX - Drawdown Comparison
The maximum OTCKX drawdown since its inception was -36.64%, smaller than the maximum FOSCX drawdown of -52.57%. Use the drawdown chart below to compare losses from any high point for OTCKX and FOSCX.
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Drawdown Indicators
| OTCKX | FOSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.64% | -52.57% | +15.93% |
Max Drawdown (1Y)Largest decline over 1 year | -16.31% | -9.16% | -7.15% |
Max Drawdown (3Y)Largest decline over 3 years | -20.99% | -29.00% | +8.01% |
Max Drawdown (5Y)Largest decline over 5 years | -36.64% | -29.00% | -7.64% |
Max Drawdown (10Y)Largest decline over 10 years | -36.64% | -40.05% | +3.41% |
Current DrawdownCurrent decline from peak | -5.27% | -2.51% | -2.76% |
Average DrawdownAverage peak-to-trough decline | -7.31% | -7.04% | -0.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.48% | 3.32% | +3.16% |
Volatility
OTCKX vs. FOSCX - Volatility Comparison
MFS Mid Cap Growth Fund Class R6 (OTCKX) has a higher volatility of 4.81% compared to Tributary Small Company Fund (FOSCX) at 4.17%. This indicates that OTCKX's price experiences larger fluctuations and is considered to be riskier than FOSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OTCKX | FOSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.81% | 4.17% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 14.56% | 11.81% | +2.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.73% | 17.34% | +0.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.58% | 20.59% | -0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.12% | 21.84% | -1.72% |
OTCKX vs. FOSCX - Expense Ratio Comparison
OTCKX has a 0.65% expense ratio, which is lower than FOSCX's 1.18% expense ratio.
Dividends
OTCKX vs. FOSCX - Dividend Comparison
OTCKX's dividend yield for the trailing twelve months is around 14.54%, more than FOSCX's 6.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOSCX Tributary Small Company Fund | 6.08% | 7.61% | 6.67% | 2.82% | 13.61% | 15.18% | 0.02% | 1.28% | 5.45% | 5.28% | 1.51% | 0.00% |
OTCKX MFS Mid Cap Growth Fund Class R6 | 14.54% | 14.88% | 16.85% | 0.00% | 0.00% | 3.35% | 0.77% | 0.81% | 4.40% | 8.28% | 5.38% | 2.72% |
Frequently Asked Questions
OTCKX and FOSCX have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OTCKX has higher volatility (4.81%) compared to FOSCX (4.17%). In terms of maximum drawdown, OTCKX dropped -36.64% vs FOSCX's -52.57%.
FOSCX currently has the higher Sharpe Ratio (1.45 vs -0.15), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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