OTCKX vs. VIMSX
Compare and contrast key facts about MFS Mid Cap Growth Fund Class R6 (OTCKX) and Vanguard Mid Cap Index Fund (VIMSX).
OTCKX is an actively managed fund by MFS. It was launched on Dec 1, 1993. VIMSX is managed by Vanguard. It was launched on May 21, 1998.
Performance
OTCKX vs. VIMSX - Performance Comparison
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OTCKX vs. VIMSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OTCKX MFS Mid Cap Growth Fund Class R6 | -6.36% | 3.75% | 26.48% | 21.50% | -28.29% | 14.09% | 35.81% | 37.93% | 1.19% | 26.35% |
VIMSX Vanguard Mid Cap Index Fund | -0.66% | 11.08% | 14.52% | 16.40% | -18.80% | 24.36% | 18.04% | 30.85% | -9.35% | 19.12% |
Returns By Period
In the year-to-date period, OTCKX achieves a -6.36% return, which is significantly lower than VIMSX's -0.66% return. Over the past 10 years, OTCKX has outperformed VIMSX with an annualized return of 11.83%, while VIMSX has yielded a comparatively lower 10.48% annualized return.
OTCKX
- 1D
- 3.58%
- 1M
- -6.63%
- YTD
- -6.36%
- 6M
- -10.62%
- 1Y
- 2.67%
- 3Y*
- 11.56%
- 5Y*
- 4.17%
- 10Y*
- 11.83%
VIMSX
- 1D
- 2.22%
- 1M
- -5.80%
- YTD
- -0.66%
- 6M
- -1.42%
- 1Y
- 12.24%
- 3Y*
- 12.31%
- 5Y*
- 6.44%
- 10Y*
- 10.48%
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OTCKX vs. VIMSX - Expense Ratio Comparison
OTCKX has a 0.65% expense ratio, which is higher than VIMSX's 0.17% expense ratio.
Return for Risk
OTCKX vs. VIMSX — Risk / Return Rank
OTCKX
VIMSX
OTCKX vs. VIMSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Mid Cap Growth Fund Class R6 (OTCKX) and Vanguard Mid Cap Index Fund (VIMSX). 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 | VIMSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.72 | -0.55 |
Sortino ratioReturn per unit of downside risk | 0.38 | 1.11 | -0.73 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.16 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.20 | 1.04 | -0.84 |
Martin ratioReturn relative to average drawdown | 0.57 | 4.80 | -4.23 |
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 | VIMSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.72 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.37 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.56 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.46 | +0.10 |
Correlation
The correlation between OTCKX and VIMSX is 0.90, 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. VIMSX - Dividend Comparison
OTCKX's dividend yield for the trailing twelve months is around 15.90%, more than VIMSX's 1.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTCKX MFS Mid Cap Growth Fund Class R6 | 15.90% | 14.88% | 16.85% | 0.00% | 0.00% | 3.35% | 0.77% | 0.81% | 4.40% | 8.28% | 5.38% | 2.72% |
VIMSX Vanguard Mid Cap Index Fund | 1.37% | 1.03% | 1.37% | 1.39% | 1.46% | 1.00% | 1.34% | 1.37% | 1.68% | 1.24% | 1.34% | 1.33% |
Drawdowns
OTCKX vs. VIMSX - Drawdown Comparison
The maximum OTCKX drawdown since its inception was -36.64%, smaller than the maximum VIMSX drawdown of -58.96%. Use the drawdown chart below to compare losses from any high point for OTCKX and VIMSX.
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Drawdown Indicators
| OTCKX | VIMSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.64% | -58.96% | +22.32% |
Max Drawdown (1Y)Largest decline over 1 year | -16.31% | -12.78% | -3.53% |
Max Drawdown (5Y)Largest decline over 5 years | -36.64% | -27.63% | -9.01% |
Max Drawdown (10Y)Largest decline over 10 years | -36.64% | -39.29% | +2.65% |
Current DrawdownCurrent decline from peak | -13.31% | -6.10% | -7.21% |
Average DrawdownAverage peak-to-trough decline | -7.37% | -8.12% | +0.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.78% | 2.78% | +3.00% |
Volatility
OTCKX vs. VIMSX - Volatility Comparison
MFS Mid Cap Growth Fund Class R6 (OTCKX) has a higher volatility of 7.09% compared to Vanguard Mid Cap Index Fund (VIMSX) at 4.95%. This indicates that OTCKX's price experiences larger fluctuations and is considered to be riskier than VIMSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OTCKX | VIMSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.09% | 4.95% | +2.14% |
Volatility (6M)Calculated over the trailing 6-month period | 13.06% | 9.67% | +3.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.72% | 17.68% | +3.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.32% | 17.67% | +2.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.99% | 18.92% | +1.07% |