MFS Growth Fund (MEGBX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MEGBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MEGBX
MEGBX charges 1.59% annually. There are 397 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | MEGBX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | MEGBX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MEGBX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | MEGBX vs VIGIX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | MEGBX vs TILIX |
Best Risk-Adjusted Alternatives to MEGBX
MEGBX has a PortfoliosLab risk / return rank of 8. There are 354 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | MEGBX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | MEGBX vs ONERX | |
| Chase Growth Fund | 89 | — | Dec 1997 | MEGBX vs CHASX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | MEGBX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 87 | — | May 2008 | MEGBX vs FOCKX |
Top Performing MEGBX Alternatives (YTD)
MEGBX is at 3.82% YTD. There are 322 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | MEGBX vs ONERX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | MEGBX vs IOLZX | |
| Chase Growth Fund | 27.22% | — | Dec 1997 | MEGBX vs CHASX | |
| Chase Growth Fund Institutional Class | 27.15% | — | Jan 2007 | MEGBX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.01% | — | Feb 2017 | MEGBX vs FUMIX |
Lowest Volatility Alternatives to MEGBX
MEGBX has 17.11% 1-year volatility. There are 215 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.83% | — | Sep 2019 | MEGBX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.74% | — | Jan 2005 | MEGBX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.06% | — | Dec 2015 | MEGBX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | MEGBX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | MEGBX vs GQEPX |
Lowest Drawdown Alternatives to MEGBX
MEGBX has a 1-year max drawdown of -17.64%. There are 327 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | MEGBX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | MEGBX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | MEGBX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | MEGBX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | MEGBX vs DNVYX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MEIIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 17 | 4.88% | — | Jan 1996 | MEGBX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 45 | 9.28% | — | May 2006 | MEGBX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 44 | 9.22% | — | Feb 1996 | MEGBX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 39 | 9.04% | — | Sep 2004 | MEGBX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 6 | -1.78% | — | Jan 1935 | MEGBX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 9 | 4.43% | — | Jun 2012 | MEGBX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 9 | 4.37% | — | Jul 1997 | MEGBX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 30 | 5.50% | — | — | MEGBX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 42 | 9.07% | — | Jan 1996 | MEGBX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 37 | 8.78% | — | Jul 1924 | MEGBX vs MITTX |
Often Compared With MEGBX
Investors most often compare MEGBX with SEEGX, POGAX, LGLIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare MEGBX with Any Fund or Stock
Compare MEGBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MEGBX with funds that move differently
MFS Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MEGBX.
Explore MEGBX Diversifiers