MMID vs OCFS

MMID vs OCFS

Which is better, MMID or OCFS?

OCFS has been ahead.

MMID has a lower expense ratio. OCFS led over 1Y.

Lower Fees: MMIDHigher Returns (1Y): OCFS

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricMMIDOCFS
Expense Ratio0.59%Best0.85%
AUM$36M$6M
Dividend Yield0.99%0.00%
Holdings10632
Fund FamilyMFS Investment ManagementOtter Creek Advisors
CategoryEquityEquity
StyleMid Cap BlendMid Cap Blend
InceptionSep 24, 2025May 17, 2024

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 351 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. MMID has data through Oct 15, 2026 and OCFS through Oct 29, 2025.

Compare MMID against instead:MMID vs SPYMMID vs QQQMMID vs VOOMMID vs VTIOCFS against:OCFS vs VXUS

Fees and Cost Over Time

MMID charges 0.59% per year while OCFS charges 0.85%. On a $10,000 position that is $59 vs $85 annually, a gap of $26 per year that compounds over a long holding period. On income, MMID currently yields 0.99% against 0.00% for OCFS.

You are not choosing between two funds in isolation.

Whichever of MMID and OCFS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

MMIDOCFS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MMID or OCFS?

MMID has an expense ratio of 0.59% while OCFS charges 0.85%. MMID is the cheaper option, by $26 a year on a $10,000 investment.

Which pays a higher dividend, MMID or OCFS?

MMID yields 0.99% while OCFS yields 0.00%, so MMID currently pays the higher dividend yield.

Is OCFS better than MMID?

MMID has a lower expense ratio. OCFS led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.