OTCKX vs. MEIAX
OTCKX (MFS Mid Cap Growth Fund Class R6) and MEIAX (MFS Value Fund) are both mutual funds - OTCKX is a Mid Cap Growth Equities fund actively managed by MFS, while MEIAX is a Large Cap Value Equities fund managed by MFS. Over the past 10 years, OTCKX returned 12.29%/yr vs 10.02%/yr for MEIAX. Their 0.73 correlation means they have sometimes moved together and sometimes differently. OTCKX charges 0.65%/yr vs 0.80%/yr for MEIAX.
Performance
OTCKX vs. MEIAX - Performance Comparison
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Returns By Period
In the year-to-date period, OTCKX achieves a 2.29% return, which is significantly lower than MEIAX's 10.91% return. Over the past 10 years, OTCKX has outperformed MEIAX with an annualized return of 12.29%, while MEIAX has yielded a comparatively lower 10.02% annualized return.
OTCKX
- 1D
- -0.10%
- 1M
- -3.32%
- 6M
- 2.54%
- YTD
- 2.29%
- 1Y
- -0.97%
- 3Y*
- 12.44%
- 5Y*
- 4.01%
- 10Y*
- 12.29%
- ALL TIME*
- 11.38%
MEIAX
- 1D
- 0.51%
- 1M
- 1.72%
- 6M
- 7.22%
- YTD
- 10.91%
- 1Y
- 19.13%
- 3Y*
- 13.07%
- 5Y*
- 8.57%
- 10Y*
- 10.02%
- ALL TIME*
- 10.09%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
MEIAX MFS Value Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
OTCKX vs. MEIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OTCKX MFS Mid Cap Growth Fund Class R6 | 2.29% | 3.75% | 26.48% | 21.50% | -28.29% | 14.09% | 35.81% | 37.93% | 1.19% | 26.35% |
MEIAX MFS Value Fund | 10.91% | 12.97% | 11.60% | 7.92% | -6.25% | 25.11% | 3.71% | 29.73% | -10.11% | 16.97% |
Correlation
The correlation between OTCKX and MEIAX is 0.51, 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. | 0.51 |
Correlation (3Y) Balances recent behavior with more history. | 0.61 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.71 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.70 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.73 |
Over the past year, the correlation between OTCKX and MEIAX has dropped to 0.51 - well below their long-term average of 0.73, suggesting their price drivers have been diverging.
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Return for Risk
OTCKX vs. MEIAX — Risk / Return Rank
OTCKX
MEIAX
OTCKX vs. MEIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Mid Cap Growth Fund Class R6 (OTCKX) and MFS Value Fund (MEIAX). 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 | MEIAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.87 | ||
| Sortino ratioReturn per unit of downside risk | -2.57 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.31 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | -0.13 | 2.71 | -2.83 |
| Martin ratioReturn relative to average drawdown | -0.32 | 9.47 | -9.78 |
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Drawdowns
OTCKX vs. MEIAX - Drawdown Comparison
The maximum OTCKX drawdown since its inception was -36.64%, smaller than the maximum MEIAX drawdown of -52.85%. Use the drawdown chart below to compare losses from any high point for OTCKX and MEIAX.
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Drawdown Indicators
| OTCKX | MEIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.64% | -52.85% | +16.21% |
Max Drawdown (1Y)Largest decline over 1 year | -16.31% | -6.78% | -9.53% |
Max Drawdown (3Y)Largest decline over 3 years | -20.99% | -13.26% | -7.73% |
Max Drawdown (5Y)Largest decline over 5 years | -36.64% | -17.72% | -18.92% |
Max Drawdown (10Y)Largest decline over 10 years | -36.64% | -36.71% | +0.07% |
Current DrawdownCurrent decline from peak | -5.37% | -0.54% | -4.83% |
Average DrawdownAverage peak-to-trough decline | -7.31% | -6.51% | -0.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.48% | 1.93% | +4.55% |
Volatility
OTCKX vs. MEIAX - Volatility Comparison
MFS Mid Cap Growth Fund Class R6 (OTCKX) has a higher volatility of 4.76% compared to MFS Value Fund (MEIAX) at 2.74%. This indicates that OTCKX's price experiences larger fluctuations and is considered to be riskier than MEIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OTCKX | MEIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 2.74% | +2.02% |
Volatility (6M)Calculated over the trailing 6-month period | 14.54% | 7.49% | +7.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.70% | 10.58% | +7.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.57% | 13.88% | +6.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.12% | 16.47% | +3.65% |
OTCKX vs. MEIAX - Expense Ratio Comparison
OTCKX has a 0.65% expense ratio, which is lower than MEIAX's 0.80% expense ratio.
Dividends
OTCKX vs. MEIAX - Dividend Comparison
OTCKX's dividend yield for the trailing twelve months is around 14.55%, more than MEIAX's 8.56% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MEIAX MFS Value Fund | 8.56% | 9.34% | 9.10% | 8.21% | 7.36% | 3.10% | 2.42% | 2.97% | 3.36% | 3.87% | 2.84% | 5.73% |
OTCKX MFS Mid Cap Growth Fund Class R6 | 14.55% | 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 MEIAX have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OTCKX has higher volatility (4.76%) compared to MEIAX (2.74%). In terms of maximum drawdown, OTCKX dropped -36.64% vs MEIAX's -52.85%.
MEIAX currently has the higher Sharpe Ratio (1.75 vs -0.12), 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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