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OTCKX vs VMGIX
OTCKX vs VMGIX Comparison
Open Charts OTCKX vs VMGIX
MFS Mid Cap Growth R6
Price$28.64
Change-$1.54 (-5.10%)
VolumeN/A
Net Assets14.17B
Vanguard Mid-Cap Growth Index Investor
Price$92.61
Change-$5.46 (-5.57%)
VolumeN/A
Net Assets28.72B
OTCKX vs VMGIX Comparison Chart
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OTCKX vs. VMGIX commentary
Apr 04, 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 OTCKX is a Buy and VMGIX is a Buy.
FUNDAMENTALS
Fundamentals
VMGIX has more cash in the bank: 28.7B vs. OTCKX (14.2B). VMGIX pays higher dividends than OTCKX: VMGIX (0.59) vs OTCKX (0.00). OTCKX was incepted earlier than VMGIX: OTCKX (12 years) vs VMGIX (19 years). OTCKX (0.67) is less costly to investors than VMGIX (0.19). OTCKX is a more actively managed with annual turnover of: 35.00 vs. VMGIX (14.00). OTCKX has a lower initial minimum investment than VMGIX: OTCKX (0) vs VMGIX (3000). VMGIX annual gain was more profitable for investors over the last year : 7.38 vs. OTCKX (-5.45). VMGIX return over 5 years is better than : 107.27 vs. OTCKX (67.20).
| OTCKX | VMGIX | OTCKX / VMGIX | |
| Total Expense Ratio | 0.66 | 0.19 | 347% |
| Annual Report Gross Expense Ratio | 0.67 | 0.19 | 353% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | -3.947 | -1.740 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 28.7B | 49% |
| Annual Yield % from dividends | 0.00 | 0.59 | - |
| Returns for 1 year | -5.45 | 7.38 | -74% |
| Returns for 3 years | 5.49 | 9.99 | 55% |
| Returns for 5 years | 67.20 | 107.27 | 63% |
| Returns for 10 years | 97.25 | 132.98 | 73% |
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