OTCHX
Price
$28.70
Change
-$0.03 (-0.10%)
Updated
May 23 closing price
Net Assets
14.82B
VMGIX
Price
$103.91
Change
-$0.49 (-0.47%)
Updated
May 23 closing price
Net Assets
27.44B
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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$28.70
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets14.82B
Vanguard Mid-Cap Growth Index Investor
Price$103.91
Change-$0.49 (-0.47%)
VolumeN/A
Net Assets27.44B
OTCHX vs VMGIX Comparison Chart
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OTCHX vs. VMGIX commentary
May 24, 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 Buy and VMGIX is a Buy.

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FUNDAMENTALS
Fundamentals
VMGIX has more cash in the bank: 27.4B vs. OTCHX (14.8B). VMGIX pays higher dividends than OTCHX: VMGIX (0.58) 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 : 13.11 vs. OTCHX (-1.51). VMGIX return over 5 years is better than : 71.75 vs. OTCHX (36.36).
OTCHXVMGIXOTCHX / VMGIX
Total Expense Ratio1.030.19542%
Annual Report Gross Expense Ratio1.040.19547%
Fund Existence20 years19 years-
Gain YTD1.5224.40135%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.8B27.4B54%
Annual Yield % from dividends0.000.58-
Returns for 1 year-1.5113.11-12%
Returns for 3 years29.2943.9467%
Returns for 5 years36.3671.7551%
Returns for 10 years94.11145.5865%
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