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OTCJX vs VMGIX
OTCJX vs VMGIX Comparison
Open Charts OTCJX vs VMGIX
MFS Mid Cap Growth R4
Price$30.98
Change+$0.18 (+0.58%)
VolumeN/A
Net Assets14.95B
Vanguard Mid-Cap Growth Index Investor
Price$105.61
Change+$0.37 (+0.35%)
VolumeN/A
Net Assets27.44B
OTCJX vs VMGIX Comparison Chart
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OTCJX vs. VMGIX commentary
Jun 02, 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 OTCJX is a Buy and VMGIX is a Buy.
FUNDAMENTALS
Fundamentals
VMGIX has more cash in the bank: 27.4B vs. OTCJX (15B). VMGIX pays higher dividends than OTCJX: VMGIX (0.54) vs OTCJX (0.00). OTCJX was incepted earlier than VMGIX: OTCJX (20 years) vs VMGIX (19 years). OTCJX (0.79) is less costly to investors than VMGIX (0.19). OTCJX is a more actively managed with annual turnover of: 35.00 vs. VMGIX (21.00). OTCJX has a lower initial minimum investment than VMGIX: OTCJX (0) vs VMGIX (3000). VMGIX annual gain was more profitable for investors over the last year : 17.60 vs. OTCJX (3.20). VMGIX return over 5 years is better than : 67.48 vs. OTCJX (36.12).
| OTCJX | VMGIX | OTCJX / VMGIX | |
| Total Expense Ratio | 0.78 | 0.19 | 411% |
| Annual Report Gross Expense Ratio | 0.79 | 0.19 | 416% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 2.753 | 5.814 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 27.4B | 55% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | 3.20 | 17.60 | 18% |
| Returns for 3 years | 28.18 | 40.91 | 69% |
| Returns for 5 years | 36.12 | 67.48 | 54% |
| Returns for 10 years | 105.30 | 151.31 | 70% |
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