OTCHX
Price
$30.49
Change
+$0.29 (+0.96%)
Updated
Oct 20 closing price
Net Assets
14.99B
VMGIX
Price
$115.02
Change
+$1.18 (+1.04%)
Updated
Oct 20 closing price
Net Assets
33.08B
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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$30.49
Change+$0.29 (+0.96%)
VolumeN/A
Net Assets14.99B
Vanguard Mid-Cap Growth Index Investor
Price$115.02
Change+$1.18 (+1.04%)
VolumeN/A
Net Assets33.08B
OTCHX vs VMGIX Comparison Chart in %
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OTCHX vs. VMGIX commentary
Oct 21, 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 StrongBuy and VMGIX is a Hold.

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FUNDAMENTALS
Fundamentals
VMGIX has more cash in the bank: 33.1B vs. OTCHX (15B). VMGIX pays higher dividends than OTCHX: VMGIX (0.50) vs OTCHX (0.00). OTCHX was incepted earlier than VMGIX: OTCHX (21 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 : 16.41 vs. OTCHX (0.40). VMGIX return over 5 years is better than : 56.49 vs. OTCHX (20.42).
OTCHXVMGIXOTCHX / VMGIX
Total Expense Ratio1.030.19542%
Annual Report Gross Expense Ratio1.040.19547%
Fund Existence21 years19 years-
Gain YTD7.89115.29452%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets15B33.1B45%
Annual Yield % from dividends0.000.50-
Returns for 1 year0.4016.412%
Returns for 3 years48.3069.3870%
Returns for 5 years20.4256.4936%
Returns for 10 years113.22190.5559%
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