OTCHX
Price
$30.95
Change
+$0.20 (+0.65%)
Updated
Sep 5 closing price
Net Assets
15.38B
VMGIX
Price
$113.09
Change
-$0.54 (-0.48%)
Updated
Sep 5 closing price
Net Assets
32.29B
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OTCHX vs VMGIX

Header iconOTCHX vs VMGIX Comparison
Open Charts OTCHX vs VMGIXBanner chart's image
MFS Mid Cap Growth R3
Price$30.95
Change+$0.20 (+0.65%)
VolumeN/A
Net Assets15.38B
Vanguard Mid-Cap Growth Index Investor
Price$113.09
Change-$0.54 (-0.48%)
VolumeN/A
Net Assets32.29B
OTCHX vs VMGIX Comparison Chart in %
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OTCHX vs. VMGIX commentary
Sep 08, 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 OTCHX is a Buy and VMGIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VMGIX has more cash in the bank: 32.3B vs. OTCHX (15.4B). VMGIX pays higher dividends than OTCHX: VMGIX (0.51) vs OTCHX (0.00). OTCHX was incepted earlier than VMGIX: OTCHX (20 years) vs VMGIX (19 years). OTCHX (1.04) is less costly to investors than VMGIX (0.19). OTCHX is a more actively managed with annual turnover of: 35.00 vs. VMGIX (21.00). OTCHX has a lower initial minimum investment than VMGIX: OTCHX (0) vs VMGIX (3000). VMGIX annual gain was more profitable for investors over the last year : 25.14 vs. OTCHX (9.13). VMGIX return over 5 years is better than : 62.58 vs. OTCHX (30.98).
OTCHXVMGIXOTCHX / VMGIX
Total Expense Ratio1.030.19542%
Annual Report Gross Expense Ratio1.040.19547%
Fund Existence20 years19 years-
Gain YTD9.51913.33471%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.4B32.3B48%
Annual Yield % from dividends0.000.51-
Returns for 1 year9.1325.1436%
Returns for 3 years39.5455.5271%
Returns for 5 years30.9862.5849%
Returns for 10 years115.23184.2863%
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