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OTCHX vs VMGIX
OTCHX vs VMGIX Comparison
Open Charts OTCHX vs VMGIX
MFS Mid Cap Growth R3
Price$30.48
Change-$0.22 (-0.72%)
VolumeN/A
Net Assets15.27B
Vanguard Mid-Cap Growth Index Investor
Price$115.60
Change-$0.98 (-0.84%)
VolumeN/A
Net Assets33.08B
OTCHX vs VMGIX Comparison Chart in %
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OTCHX vs. VMGIX commentary
Oct 08, 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 StrongBuy and VMGIX is a Buy.
FUNDAMENTALS
Fundamentals
VMGIX has more cash in the bank: 33.1B vs. OTCHX (15.3B). VMGIX pays higher dividends than OTCHX: VMGIX (0.50) vs OTCHX (0.00). OTCHX was incepted earlier than VMGIX: OTCHX (21 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 : 22.24 vs. OTCHX (3.16). VMGIX return over 5 years is better than : 58.81 vs. OTCHX (21.30).
| OTCHX | VMGIX | OTCHX / VMGIX | |
| Total Expense Ratio | 1.03 | 0.19 | 542% |
| Annual Report Gross Expense Ratio | 1.04 | 0.19 | 547% |
| Fund Existence | 21 years | 19 years | - |
| Gain YTD | 8.634 | 16.858 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 33.1B | 46% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 3.16 | 22.24 | 14% |
| Returns for 3 years | 47.67 | 69.73 | 68% |
| Returns for 5 years | 21.30 | 58.81 | 36% |
| Returns for 10 years | 115.59 | 194.78 | 59% |
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