OTCKX vs. MITTX
OTCKX (MFS Mid Cap Growth Fund Class R6) and MITTX (MFS Massachusetts Investors Trust) are both mutual funds - OTCKX is a Mid Cap Growth Equities fund actively managed by MFS, while MITTX is a Large Cap Blend Equities fund managed by MFS. Over the past 10 years, OTCKX returned 12.29%/yr vs 13.29%/yr for MITTX. Their correlation of 0.87 means they have usually moved in the same direction. OTCKX charges 0.65%/yr vs 0.70%/yr for MITTX.
Performance
OTCKX vs. MITTX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, OTCKX achieves a 2.29% return, which is significantly lower than MITTX's 7.99% return. Over the past 10 years, OTCKX has underperformed MITTX with an annualized return of 12.29%, while MITTX has yielded a comparatively higher 13.29% 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%
MITTX
- 1D
- -0.23%
- 1M
- 0.87%
- 6M
- 4.69%
- YTD
- 7.99%
- 1Y
- 15.65%
- 3Y*
- 15.29%
- 5Y*
- 9.10%
- 10Y*
- 13.29%
- ALL TIME*
- 7.50%
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. MITTX - 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% |
MITTX MFS Massachusetts Investors Trust | 7.99% | 13.67% | 19.69% | 19.26% | -16.27% | 26.73% | 18.72% | 31.92% | -5.56% | 23.55% |
Correlation
The correlation between OTCKX and MITTX is 0.80, 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. | 0.80 |
Correlation (3Y) Balances recent behavior with more history. | 0.83 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.86 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.87 |
The correlation between OTCKX and MITTX has been stable across timeframes, ranging from 0.80 to 0.87 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
OTCKX vs. MITTX — Risk / Return Rank
OTCKX
MITTX
OTCKX vs. MITTX - 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 Massachusetts Investors Trust (MITTX). 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 | MITTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.27 | ||
| Sortino ratioReturn per unit of downside risk | -1.68 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.21 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | -0.13 | 1.43 | -1.55 |
| Martin ratioReturn relative to average drawdown | -0.32 | 6.00 | -6.32 |
Loading charts...
Drawdowns
OTCKX vs. MITTX - Drawdown Comparison
The maximum OTCKX drawdown since its inception was -36.64%, smaller than the maximum MITTX drawdown of -49.54%. Use the drawdown chart below to compare losses from any high point for OTCKX and MITTX.
Loading charts...
Drawdown Indicators
| OTCKX | MITTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.64% | -49.54% | +12.90% |
Max Drawdown (1Y)Largest decline over 1 year | -16.31% | -9.76% | -6.55% |
Max Drawdown (3Y)Largest decline over 3 years | -20.99% | -16.10% | -4.89% |
Max Drawdown (5Y)Largest decline over 5 years | -36.64% | -23.27% | -13.37% |
Max Drawdown (10Y)Largest decline over 10 years | -36.64% | -33.45% | -3.19% |
Current DrawdownCurrent decline from peak | -5.37% | -1.34% | -4.03% |
Average DrawdownAverage peak-to-trough decline | -7.31% | -10.51% | +3.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.48% | 2.32% | +4.16% |
Volatility
OTCKX vs. MITTX - Volatility Comparison
MFS Mid Cap Growth Fund Class R6 (OTCKX) has a higher volatility of 4.76% compared to MFS Massachusetts Investors Trust (MITTX) at 3.20%. This indicates that OTCKX's price experiences larger fluctuations and is considered to be riskier than MITTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| OTCKX | MITTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 3.20% | +1.56% |
Volatility (6M)Calculated over the trailing 6-month period | 14.54% | 9.44% | +5.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.70% | 12.09% | +5.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.57% | 15.78% | +4.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.12% | 17.18% | +2.94% |
OTCKX vs. MITTX - Expense Ratio Comparison
OTCKX has a 0.65% expense ratio, which is lower than MITTX's 0.70% expense ratio.
Dividends
OTCKX vs. MITTX - Dividend Comparison
OTCKX's dividend yield for the trailing twelve months is around 14.55%, more than MITTX's 11.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MITTX MFS Massachusetts Investors Trust | 11.03% | 14.33% | 14.47% | 10.96% | 9.35% | 8.66% | 8.14% | 7.58% | 13.49% | 7.27% | 5.55% | 6.02% |
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 MITTX have a correlation of 0.80, 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 MITTX (3.20%). In terms of maximum drawdown, OTCKX dropped -36.64% vs MITTX's -49.54%.
MITTX currently has the higher Sharpe Ratio (1.15 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.
Find the right allocation for OTCKX and MITTX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer