Interact to see
Advertisement
Advertisement
OTCBX vs VMGIX
OTCBX vs VMGIX Comparison
Open Charts OTCBX vs VMGIX
MFS Mid Cap Growth B
Price$17.63
Change-$5.64 (-24.24%)
VolumeN/A
Net Assets13.93B
Vanguard Mid-Cap Growth Index Investor
Price$107.31
Change-$8.92 (-7.67%)
VolumeN/A
Net Assets31.91B
OTCBX vs VMGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OTCBX vs. VMGIX commentary
Feb 04, 2026
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 OTCBX is a Hold and VMGIX is a Buy.
FUNDAMENTALS
Fundamentals
VMGIX has more cash in the bank: 31.9B vs. OTCBX (13.9B). VMGIX pays higher dividends than OTCBX: VMGIX (0.52) vs OTCBX (0.00). OTCBX was incepted earlier than VMGIX: OTCBX (32 years) vs VMGIX (19 years). OTCBX (1.78) is less costly to investors than VMGIX (0.19). OTCBX is a more actively managed with annual turnover of: 54.00 vs. VMGIX (21.00). OTCBX has a lower initial minimum investment than VMGIX: OTCBX (1000) vs VMGIX (3000). VMGIX annual gain was more profitable for investors over the last year : 1.12 vs. OTCBX (-22.20). VMGIX return over 5 years is better than : 23.77 vs. OTCBX (-23.65).
| OTCBX | VMGIX | OTCBX / VMGIX | |
| Total Expense Ratio | 1.77 | 0.19 | 932% |
| Annual Report Gross Expense Ratio | 1.78 | 0.19 | 937% |
| Fund Existence | 32 years | 19 years | - |
| Gain YTD | -1.618 | -2.259 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 31.9B | 44% |
| Annual Yield % from dividends | 0.00 | 0.52 | - |
| Returns for 1 year | -22.20 | 1.12 | -1,979% |
| Returns for 3 years | -6.52 | 36.95 | -18% |
| Returns for 5 years | -23.65 | 23.77 | -99% |
| Returns for 10 years | 63.54 | 213.16 | 30% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement