VIMCX vs. OTCAX

In the year-to-date period, VIMCX achieves a 6.36% return, which is significantly lower than OTCAX's 8.08% return. Over the past 10 years, VIMCX has outperformed OTCAX with an annualized return of 10.62%, while OTCAX has yielded a comparatively lower 7.58% 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 0.66, which is comparable to the OTCAX Sharpe Ratio of 0.52. 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.

The current volatility for Virtus KAR Mid-Cap Core Fund (VIMCX) is 4.33%, while MFS Mid Cap Growth Fund (OTCAX) has a volatility of 9.41%. This indicates that VIMCX experiences smaller price fluctuations and is considered to be less risky than OTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.