VIMCX vs. OTCAX

In the year-to-date period, VIMCX achieves a -0.82% return, which is significantly lower than OTCAX's -0.32% return. Over the past 10 years, VIMCX has underperformed OTCAX with an annualized return of 9.95%, while OTCAX has yielded a comparatively higher 10.56% annualized return.

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VIMCX has a 0.95% expense ratio, which is lower than OTCAX's 1.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Mid-Cap Core Fund (VIMCX) and MFS Mid Cap Growth Fund (OTCAX). 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.

The current VIMCX Sharpe Ratio is 0.09, which is lower than the OTCAX Sharpe Ratio of 0.25. The chart below compares the historical Sharpe Ratios of VIMCX and OTCAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither VIMCX nor OTCAX has paid dividends to shareholders.

The maximum VIMCX drawdown since its inception was -33.92%, smaller than the maximum OTCAX drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for VIMCX and OTCAX. For additional features, visit the drawdowns tool.

Virtus KAR Mid-Cap Core Fund (VIMCX) and MFS Mid Cap Growth Fund (OTCAX) have volatilities of 6.80% and 6.67%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.