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OTCHX vs VMGIX
OTCHX vs VMGIX Comparison
Open Charts OTCHX vs VMGIX
MFS Mid Cap Growth R3
Price$27.86
Change+$0.44 (+1.60%)
VolumeN/A
Net Assets14.41B
Vanguard Mid-Cap Growth Index Investor
Price$100.61
Change+$1.34 (+1.35%)
VolumeN/A
Net Assets29.72B
OTCHX vs VMGIX Comparison Chart
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OTCHX vs. VMGIX commentary
Mar 06, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OTCHX is a Hold and VMGIX is a Hold.
FUNDAMENTALS
Fundamentals
VMGIX has more cash in the bank: 29.7B vs. OTCHX (14.4B). VMGIX pays higher dividends than OTCHX: VMGIX (0.57) vs OTCHX (0.00). OTCHX was incepted earlier than VMGIX: OTCHX (20 years) vs VMGIX (19 years). OTCHX is a more actively managed with annual turnover of: 30.00 vs. VMGIX (14.00). OTCHX has a lower initial minimum investment than VMGIX: OTCHX (0) vs VMGIX (3000). VMGIX annual gain was more profitable for investors over the last year : 10.57 vs. OTCHX (-4.96). VMGIX return over 5 years is better than : 69.78 vs. OTCHX (36.01).
| OTCHX | VMGIX | OTCHX / VMGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | -2.972 | -0.561 | 530% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 29.7B | 48% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | -4.96 | 10.57 | -47% |
| Returns for 3 years | 9.86 | 19.03 | 52% |
| Returns for 5 years | 36.01 | 69.78 | 52% |
| Returns for 10 years | 92.29 | 142.14 | 65% |
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