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OTCHX vs VMGIX
OTCHX vs VMGIX Comparison
Open Charts OTCHX vs VMGIX
MFS Mid Cap Growth R3
Price$30.57
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets15.17B
Vanguard Mid-Cap Growth Index Investor
Price$112.13
Change-$0.08 (-0.07%)
VolumeN/A
Net Assets32.45B
OTCHX vs VMGIX Comparison Chart in %
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OTCHX vs. VMGIX commentary
Aug 17, 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 Hold.
FUNDAMENTALS
Fundamentals
VMGIX has more cash in the bank: 32.4B vs. OTCHX (15.2B). 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 : 22.81 vs. OTCHX (6.37). VMGIX return over 5 years is better than : 59.92 vs. OTCHX (27.69).
| OTCHX | VMGIX | OTCHX / VMGIX | |
| Total Expense Ratio | 1.03 | 0.19 | 542% |
| Annual Report Gross Expense Ratio | 1.04 | 0.19 | 547% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 8.174 | 12.372 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 32.4B | 47% |
| Annual Yield % from dividends | 0.00 | 0.51 | - |
| Returns for 1 year | 6.37 | 22.81 | 28% |
| Returns for 3 years | 24.42 | 37.41 | 65% |
| Returns for 5 years | 27.69 | 59.92 | 46% |
| Returns for 10 years | 101.25 | 167.01 | 61% |
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