VIMCX vs. OTCAX

In the year-to-date period, VIMCX achieves a 1.61% return, which is significantly lower than OTCAX's 2.28% return. Both investments have delivered pretty close results over the past 10 years, with VIMCX having a 10.99% annualized return and OTCAX not far behind at 10.73%.

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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 0.34, which is comparable to the OTCAX Sharpe Ratio of 0.35. 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.

VIMCX has not paid dividends to shareholders, while OTCAX's dividend yield for the trailing twelve months is around 7.62%.

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.

Virtus KAR Mid-Cap Core Fund (VIMCX) has a higher volatility of 5.63% compared to MFS Mid Cap Growth Fund (OTCAX) at 4.38%. This indicates that VIMCX's price experiences larger fluctuations and is considered to be riskier than OTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.