MFS Growth Fund (MEGBX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to MEGBX

MEGBX charges 1.59% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among MEGBX alternatives.

Symbol	Name	Expense Ratio	Inception
ACIHX	American Century Growth Fund G Class	0.01%	Mar 1, 2022	MEGBX vs ACIHX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	MEGBX vs FSPGX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	Dec 20, 2017	MEGBX vs SWLGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	May 14, 1998	MEGBX vs VIGIX
TILIX	TIAA-CREF Large-Cap Growth Index Fund	0.05%	Oct 1, 2002	MEGBX vs TILIX

Best Risk-Adjusted Alternatives to MEGBX

Among mutual funds in the Large Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
ONERX	One Rock Fund	91	Mar 6, 2020	MEGBX vs ONERX
FCGSX	Fidelity Series Growth Company Fund	88	Nov 7, 2013	MEGBX vs FCGSX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	87	Aug 17, 1999	MEGBX vs VTMGX
ADX	Adams Diversified Equity Fund, Inc.	85	Jan 2, 1990	MEGBX vs ADX
BPTRX	Baron Partners Fund	84	Apr 30, 2003	MEGBX vs BPTRX

Top Performing MEGBX Alternatives (YTD)

MEGBX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	9.54%	Sep 28, 2018	MEGBX vs GQEPX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	2.46%	Aug 17, 1999	MEGBX vs VTMGX
IOLZX	ICON Equity Fund	2.04%	Oct 17, 2002	MEGBX vs IOLZX
AMRGX	American Growth Fund Series One	1.60%	Jul 31, 1958	MEGBX vs AMRGX
BBLIX	BBH Select Series - Large Cap Fund	1.58%	Sep 9, 2019	MEGBX vs BBLIX

Lowest Volatility Alternatives to MEGBX

MEGBX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
BLUEX	AMG Veritas Global Real Return Fund	11.01%	Jan 10, 1991	MEGBX vs BLUEX
MRFOX	Marshfield Concentrated Opportunity Fund	11.83%	Dec 29, 2015	MEGBX vs MRFOX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	12.41%	Sep 28, 2018	MEGBX vs GQEPX
TVRIX	Guggenheim Directional Allocation Fund	12.61%	Jun 18, 2012	MEGBX vs TVRIX
PROVX	Provident Trust Strategy Fund	14.60%	Dec 30, 1986	MEGBX vs PROVX

Lowest Drawdown Alternatives to MEGBX

MEGBX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
MRFOX	Marshfield Concentrated Opportunity Fund	-7.09%	Dec 29, 2015	MEGBX vs MRFOX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	-8.34%	Sep 28, 2018	MEGBX vs GQEPX
TVRIX	Guggenheim Directional Allocation Fund	-8.45%	Jun 18, 2012	MEGBX vs TVRIX
MEIFX	Meridian Enhanced Equity Fund	-8.99%	Jan 31, 2005	MEGBX vs MEIFX
BBLIX	BBH Select Series - Large Cap Fund	-10.22%	Sep 9, 2019	MEGBX vs BBLIX

Other Mutual Funds from MFS

Most popular MFS mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
MIEIX	MFS International Equity Fund Class R6	Foreign Large Cap Equities	28	-3.84%	Jan 31, 1996	MEGBX vs MIEIX
MEIKX	MFS Value Fund	Large Cap Value Equities	32	1.11%	May 1, 2006	MEGBX vs MEIKX
MDIJX	MFS International Diversification Fund	Foreign Large Cap Equities	74	-0.22%	Sep 30, 2004	MEGBX vs MDIJX
MIGFX	MFS Massachusetts Investors Growth Stock Fund	Large Cap Growth Equities	12	-9.36%	Jan 1, 1935	MEGBX vs MIGFX
MEIIX	MFS Value Fund Class I	Large Cap Value Equities	31	1.07%	Feb 1, 1996	MEGBX vs MEIIX
MFEKX	MFS Growth R6	Large Cap Growth Equities	18	-10.29%	Jun 1, 2012	MEGBX vs MFEKX
MINIX	MFS International Intrinsic Value Fund Class I	Large Cap Growth Equities, Foreign Large Cap Equities	72	-0.23%	—	MEGBX vs MINIX
MFEIX	MFS Growth I	Large Cap Growth Equities	18	-10.32%	Jul 10, 1997	MEGBX vs MFEIX
MITTX	MFS Massachusetts Investors Trust	Large Cap Blend Equities	36	-3.97%	Jul 15, 1924	MEGBX vs MITTX
MEIAX	MFS Value Fund	Large Cap Value Equities	29	1.01%	Jan 2, 1996	MEGBX vs MEIAX

Often Compared With MEGBX

What investors most often compare with MEGBX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	24	-8.55%	Feb 28, 1992	MEGBX vs SEEGX
POGAX	Putnam Growth Opportunities Fund	Large Cap Growth Equities	30	-9.72%	Oct 2, 1995	MEGBX vs POGAX
LGLIX	Lord Abbett Growth Leaders Fund	Large Cap Growth Equities	31	-10.26%	Jun 30, 2011	MEGBX vs LGLIX
PBCKX	Principal Blue Chip Fund	Large Cap Growth Equities	5	-12.82%	Jun 14, 2012	MEGBX vs PBCKX
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	23	-8.59%	Feb 28, 1992	MEGBX vs OLGAX
VUG	Vanguard Growth ETF	Large Cap Growth Equities	44	-9.39%	Nov 13, 2000	MEGBX vs VUG
TRBCX	T. Rowe Price Blue Chip Growth Fund	Large Cap Growth Equities	27	-11.24%	Jun 30, 1993	MEGBX vs TRBCX
TRLGX	T. Rowe Price Large-Cap Growth Fund	Large Cap Growth Equities	21	-11.46%	Oct 31, 2001	MEGBX vs TRLGX
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	-3.65%	Jan 22, 1993	MEGBX vs SPY
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	41	-9.73%	Dec 11, 2009	MEGBX vs SCHG
FUNFX	American Funds Fundamental Investors® Class F-3	Large Cap Blend Equities	79	-3.28%	Aug 1, 2008	MEGBX vs FUNFX
TBCIX	T. Rowe Price Blue Chip Growth Fund I Class	Large Cap Growth Equities	29	-11.20%	—	MEGBX vs TBCIX
FTGS	First Trust Growth Strength ETF	Large Cap Growth Equities	43	-3.03%	Oct 25, 2022	MEGBX vs FTGS
DFIVX	DFA International Value Portfolio	Foreign Large Cap Equities	94	5.83%	Feb 14, 1994	MEGBX vs DFIVX
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	44	-8.07%	Dec 1, 1973	MEGBX vs AGTHX
FCNKX	Fidelity Contrafund Fund	Large Cap Growth Equities	58	-5.37%	—	MEGBX vs FCNKX
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	8	-7.53%	Jun 30, 2000	MEGBX vs GXXIX
JNRFX	Janus Henderson Research Fund	Large Cap Growth Equities	33	-10.67%	May 3, 1993	MEGBX vs JNRFX
VFIAX	Vanguard 500 Index Fund Admiral Shares	Large Cap Blend Equities	59	-4.35%	Nov 13, 2000	MEGBX vs VFIAX
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	79	-5.56%	Mar 15, 2001	MEGBX vs ANFFX

Compare MEGBX with Any Fund or Stock

Compare MEGBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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MFS Growth Fund

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