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OTCJX vs VMGIX
OTCJX vs VMGIX Comparison
Open Charts OTCJX vs VMGIX
MFS Mid Cap Growth R4
Price$30.08
Change-$0.14 (-0.46%)
VolumeN/A
Net Assets14.85B
Vanguard Mid-Cap Growth Index Investor
Price$100.78
Change-$0.07 (-0.07%)
VolumeN/A
Net Assets27.44B
OTCJX vs VMGIX Comparison Chart
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OTCJX vs. VMGIX commentary
May 11, 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 (14.8B). VMGIX pays higher dividends than OTCJX: VMGIX (0.58) 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 : 11.62 vs. OTCJX (-0.82). VMGIX return over 5 years is better than : 69.63 vs. OTCJX (41.15).
| 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 | 0.232 | 1.045 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 27.4B | 54% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | -0.82 | 11.62 | -7% |
| Returns for 3 years | 31.39 | 41.85 | 75% |
| Returns for 5 years | 41.15 | 69.63 | 59% |
| Returns for 10 years | 102.82 | 140.83 | 73% |
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