OTCHX
Price
$30.58
Change
-$0.16 (-0.52%)
Updated
Aug 5 closing price
Net Assets
15.2B
VMGIX
Price
$113.26
Change
-$1.47 (-1.28%)
Updated
Aug 5 closing price
Net Assets
31.45B
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OTCHX vs VMGIX

Header iconOTCHX vs VMGIX Comparison
Open Charts OTCHX vs VMGIXBanner chart's image
MFS Mid Cap Growth R3
Price$30.58
Change-$0.16 (-0.52%)
VolumeN/A
Net Assets15.2B
Vanguard Mid-Cap Growth Index Investor
Price$113.26
Change-$1.47 (-1.28%)
VolumeN/A
Net Assets31.45B
OTCHX vs VMGIX Comparison Chart in %
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OTCHX vs. VMGIX commentary
Aug 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 Buy.

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FUNDAMENTALS
Fundamentals
VMGIX has more cash in the bank: 31.5B vs. OTCHX (15.2B). VMGIX pays higher dividends than OTCHX: VMGIX (0.51) vs OTCHX (0.00). OTCHX was incepted earlier than VMGIX: OTCHX (20 years) vs VMGIX (19 years). OTCHX (1.04) is less costly to investors than VMGIX (0.19). OTCHX is a more actively managed with annual turnover of: 35.00 vs. VMGIX (21.00). 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 : 33.92 vs. OTCHX (13.43). VMGIX return over 5 years is better than : 62.59 vs. OTCHX (26.92).
OTCHXVMGIXOTCHX / VMGIX
Total Expense Ratio1.030.19542%
Annual Report Gross Expense Ratio1.040.19547%
Fund Existence20 years19 years-
Gain YTD8.77614.97859%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.2B31.5B48%
Annual Yield % from dividends0.000.51-
Returns for 1 year13.4333.9240%
Returns for 3 years28.4045.8062%
Returns for 5 years26.9262.5943%
Returns for 10 years105.34177.6459%
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