VIMCX vs. OTCAX
Compare and contrast key facts about Virtus KAR Mid-Cap Core Fund (VIMCX) and MFS Mid Cap Growth Fund (OTCAX).
VIMCX is managed by Virtus. It was launched on Jun 22, 2009. OTCAX is managed by MFS. It was launched on Dec 1, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIMCX or OTCAX.
Key characteristics
| VIMCX | OTCAX | |
|---|---|---|
| YTD Return | 7.34% | 9.91% |
| 1Y Return | 16.76% | 20.85% |
| 3Y Return (Ann) | 3.75% | -1.19% |
| 5Y Return (Ann) | 12.25% | 8.99% |
| 10Y Return (Ann) | 12.67% | 11.22% |
| Sharpe Ratio | 1.09 | 1.36 |
| Daily Std Dev | 14.99% | 15.13% |
| Max Drawdown | -33.92% | -73.07% |
| Current Drawdown | -0.20% | -7.78% |
Correlation
The correlation between VIMCX and OTCAX is 0.91, 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.
Performance
VIMCX vs. OTCAX - Performance Comparison
In the year-to-date period, VIMCX achieves a 7.34% return, which is significantly lower than OTCAX's 9.91% return. Over the past 10 years, VIMCX has outperformed OTCAX with an annualized return of 12.67%, while OTCAX has yielded a comparatively lower 11.22% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VIMCX vs. OTCAX - Expense Ratio Comparison
VIMCX has a 0.95% expense ratio, which is lower than OTCAX's 1.00% expense ratio.
Risk-Adjusted Performance
VIMCX vs. OTCAX - Risk-Adjusted Performance Comparison
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.
Dividends
VIMCX vs. OTCAX - Dividend Comparison
VIMCX's dividend yield for the trailing twelve months is around 2.20%, while OTCAX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMCX Virtus KAR Mid-Cap Core Fund | 2.20% | 2.36% | 0.23% | 1.58% | 0.67% | 0.94% | 0.77% | 0.29% | 0.00% | 0.63% | 5.50% | 1.57% |
OTCAX MFS Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 3.64% | 0.83% | 0.86% | 4.70% | 8.80% | 5.67% | 2.84% | 7.09% | 0.00% |
Drawdowns
VIMCX vs. OTCAX - Drawdown Comparison
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.
Volatility
VIMCX vs. OTCAX - Volatility Comparison
Virtus KAR Mid-Cap Core Fund (VIMCX) and MFS Mid Cap Growth Fund (OTCAX) have volatilities of 4.25% and 4.13%, 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.