OTCKX vs. MINIX
OTCKX (MFS Mid Cap Growth Fund Class R6) and MINIX (MFS International Intrinsic Value Fund Class I) are both mutual funds - OTCKX is a Mid Cap Growth Equities fund actively managed by MFS, while MINIX is a Large Cap Growth Equities fund managed by MFS. Over the past 10 years, OTCKX returned 12.29%/yr vs 10.14%/yr for MINIX. Their 0.71 correlation means they have sometimes moved together and sometimes differently. OTCKX charges 0.65%/yr vs 0.72%/yr for MINIX.
Performance
OTCKX vs. MINIX - 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 MINIX's 8.16% return. Over the past 10 years, OTCKX has outperformed MINIX with an annualized return of 12.29%, while MINIX has yielded a comparatively lower 10.14% 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%
MINIX
- 1D
- -0.88%
- 1M
- 2.15%
- 6M
- 3.11%
- YTD
- 8.16%
- 1Y
- 21.89%
- 3Y*
- 16.83%
- 5Y*
- 7.64%
- 10Y*
- 10.14%
- ALL TIME*
- 9.09%
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. MINIX - 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% |
MINIX MFS International Intrinsic Value Fund Class I | 8.16% | 33.06% | 7.35% | 18.04% | -23.05% | 10.55% | 20.45% | 25.90% | -9.02% | 27.14% |
Correlation
The correlation between OTCKX and MINIX is 0.67, 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. | 0.67 |
Correlation (3Y) Balances recent behavior with more history. | 0.66 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.73 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.72 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.71 |
The correlation between OTCKX and MINIX has been stable across timeframes, ranging from 0.66 to 0.73 - a consistent structural relationship.
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Return for Risk
OTCKX vs. MINIX — Risk / Return Rank
OTCKX
MINIX
OTCKX vs. MINIX - 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 International Intrinsic Value Fund Class I (MINIX). 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 | MINIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.58 | ||
| Sortino ratioReturn per unit of downside risk | -2.09 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.26 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | -0.13 | 1.72 | -1.84 |
| Martin ratioReturn relative to average drawdown | -0.32 | 5.66 | -5.98 |
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Drawdowns
OTCKX vs. MINIX - Drawdown Comparison
The maximum OTCKX drawdown since its inception was -36.64%, smaller than the maximum MINIX drawdown of -51.72%. Use the drawdown chart below to compare losses from any high point for OTCKX and MINIX.
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Drawdown Indicators
| OTCKX | MINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.64% | -51.72% | +15.08% |
Max Drawdown (1Y)Largest decline over 1 year | -16.31% | -12.42% | -3.89% |
Max Drawdown (3Y)Largest decline over 3 years | -20.99% | -13.59% | -7.40% |
Max Drawdown (5Y)Largest decline over 5 years | -36.64% | -36.78% | +0.14% |
Max Drawdown (10Y)Largest decline over 10 years | -36.64% | -36.78% | +0.14% |
Current DrawdownCurrent decline from peak | -5.37% | -1.49% | -3.88% |
Average DrawdownAverage peak-to-trough decline | -7.31% | -8.58% | +1.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.48% | 3.76% | +2.72% |
Volatility
OTCKX vs. MINIX - Volatility Comparison
MFS Mid Cap Growth Fund Class R6 (OTCKX) has a higher volatility of 4.76% compared to MFS International Intrinsic Value Fund Class I (MINIX) at 4.00%. This indicates that OTCKX's price experiences larger fluctuations and is considered to be riskier than MINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OTCKX | MINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 4.00% | +0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 14.54% | 12.24% | +2.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.70% | 14.66% | +3.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.57% | 16.79% | +3.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.12% | 15.52% | +4.60% |
OTCKX vs. MINIX - Expense Ratio Comparison
OTCKX has a 0.65% expense ratio, which is lower than MINIX's 0.72% expense ratio.
Dividends
OTCKX vs. MINIX - Dividend Comparison
OTCKX's dividend yield for the trailing twelve months is around 14.55%, more than MINIX's 7.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MINIX MFS International Intrinsic Value Fund Class I | 7.18% | 7.77% | 12.02% | 11.21% | 13.90% | 7.25% | 5.25% | 3.94% | 4.49% | 2.62% | 1.82% | 3.20% |
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 MINIX have a correlation of 0.67, 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 MINIX (4.00%). In terms of maximum drawdown, OTCKX dropped -36.64% vs MINIX's -51.72%.
MINIX currently has the higher Sharpe Ratio (1.46 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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