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OTCJX vs VMGIX
OTCJX vs VMGIX Comparison
Open Charts OTCJX vs VMGIX
MFS Mid Cap Growth R4
Price$27.45
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets13.57B
Vanguard Mid-Cap Growth Index Investor
Price$92.26
Change+$0.51 (+0.56%)
VolumeN/A
Net Assets27.18B
OTCJX vs VMGIX Comparison Chart
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OTCJX vs. VMGIX commentary
Apr 19, 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: 27.2B vs. OTCJX (13.6B). VMGIX pays higher dividends than OTCJX: VMGIX (0.59) 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 (14.00). 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 : 5.88 vs. OTCJX (-6.51). VMGIX return over 5 years is better than : 63.98 vs. OTCJX (35.09).
| 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 | -8.955 | -7.562 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.6B | 27.2B | 50% |
| Annual Yield % from dividends | 0.00 | 0.59 | - |
| Returns for 1 year | -6.51 | 5.88 | -111% |
| Returns for 3 years | 4.73 | 11.14 | 42% |
| Returns for 5 years | 35.09 | 63.98 | 55% |
| Returns for 10 years | 82.39 | 118.72 | 69% |
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