VIMSX vs. OTCKX
VIMSX (Vanguard Mid Cap Index Fund) and OTCKX (MFS Mid Cap Growth Fund Class R6) are both mutual funds - VIMSX is a Mid Cap Blend Equities fund managed by Vanguard, while OTCKX is a Mid Cap Growth Equities fund actively managed by MFS. Over the past 10 years, VIMSX returned 11.19%/yr vs 12.18%/yr for OTCKX. Their correlation of 0.90 means they have usually moved in the same direction. VIMSX charges 0.17%/yr vs 0.65%/yr for OTCKX.
Performance
VIMSX vs. OTCKX - Performance Comparison
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Returns By Period
In the year-to-date period, VIMSX achieves a 12.33% return, which is significantly higher than OTCKX's 2.39% return. Over the past 10 years, VIMSX has underperformed OTCKX with an annualized return of 11.19%, while OTCKX has yielded a comparatively higher 12.18% annualized return.
VIMSX
- 1D
- 0.44%
- 1M
- 0.53%
- 6M
- 10.04%
- YTD
- 12.33%
- 1Y
- 16.39%
- 3Y*
- 13.90%
- 5Y*
- 7.55%
- 10Y*
- 11.19%
- ALL TIME*
- 10.08%
OTCKX
- 1D
- 2.10%
- 1M
- -3.22%
- 6M
- 3.04%
- YTD
- 2.39%
- 1Y
- -0.87%
- 3Y*
- 12.39%
- 5Y*
- 4.03%
- 10Y*
- 12.18%
- ALL TIME*
- 11.39%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VIMSX vs. OTCKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIMSX Vanguard Mid Cap Index Fund | 12.33% | 11.08% | 14.52% | 16.40% | -18.80% | 24.36% | 18.04% | 30.85% | -9.35% | 19.12% |
OTCKX MFS Mid Cap Growth Fund Class R6 | 2.39% | 3.75% | 26.48% | 21.50% | -28.29% | 14.09% | 35.81% | 37.93% | 1.19% | 26.35% |
Correlation
The correlation between VIMSX and OTCKX is 0.85, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.85 |
Correlation (3Y) Balances recent behavior with more history. | 0.86 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.90 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.90 |
The correlation between VIMSX and OTCKX has been stable across timeframes, ranging from 0.85 to 0.90 - a consistent structural relationship.
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Return for Risk
VIMSX vs. OTCKX — Risk / Return Rank
VIMSX
OTCKX
VIMSX vs. OTCKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid Cap Index Fund (VIMSX) and MFS Mid Cap Growth Fund Class R6 (OTCKX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VIMSX | OTCKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.31 | ||
| Sortino ratioReturn per unit of downside risk | +1.78 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 0.99 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 1.79 | -0.16 | +1.95 |
| Martin ratioReturn relative to average drawdown | 6.80 | -0.41 | +7.22 |
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Drawdowns
VIMSX vs. OTCKX - Drawdown Comparison
The maximum VIMSX drawdown since its inception was -58.96%, which is greater than OTCKX's maximum drawdown of -36.64%. Use the drawdown chart below to compare losses from any high point for VIMSX and OTCKX.
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Drawdown Indicators
| VIMSX | OTCKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.96% | -36.64% | -22.32% |
Max Drawdown (1Y)Largest decline over 1 year | -8.14% | -16.31% | +8.17% |
Max Drawdown (3Y)Largest decline over 3 years | -19.31% | -20.99% | +1.68% |
Max Drawdown (5Y)Largest decline over 5 years | -27.63% | -36.64% | +9.01% |
Max Drawdown (10Y)Largest decline over 10 years | -39.29% | -36.64% | -2.65% |
Current DrawdownCurrent decline from peak | -0.45% | -5.27% | +4.82% |
Average DrawdownAverage peak-to-trough decline | -8.03% | -7.31% | -0.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 6.48% | -4.35% |
Volatility
VIMSX vs. OTCKX - Volatility Comparison
The current volatility for Vanguard Mid Cap Index Fund (VIMSX) is 2.10%, while MFS Mid Cap Growth Fund Class R6 (OTCKX) has a volatility of 4.81%. This indicates that VIMSX experiences smaller price fluctuations and is considered to be less risky than OTCKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIMSX | OTCKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.10% | 4.81% | -2.71% |
Volatility (6M)Calculated over the trailing 6-month period | 9.49% | 14.56% | -5.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.60% | 17.73% | -5.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.64% | 20.58% | -2.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.84% | 20.12% | -1.28% |
VIMSX vs. OTCKX - Expense Ratio Comparison
VIMSX has a 0.17% expense ratio, which is lower than OTCKX's 0.65% expense ratio.
Dividends
VIMSX vs. OTCKX - Dividend Comparison
VIMSX's dividend yield for the trailing twelve months is around 1.20%, less than OTCKX's 14.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTCKX MFS Mid Cap Growth Fund Class R6 | 14.54% | 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 | 1.20% | 1.03% | 1.37% | 1.39% | 1.46% | 1.00% | 1.34% | 1.37% | 1.68% | 1.24% | 1.34% | 1.33% |
Frequently Asked Questions
VIMSX and OTCKX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OTCKX has higher volatility (4.81%) compared to VIMSX (2.10%). In terms of maximum drawdown, VIMSX dropped -58.96% vs OTCKX's -36.64%.
VIMSX currently has the higher Sharpe Ratio (1.15 vs -0.15), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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