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 404 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% | 5.10B | Dec 2017 | MEGBX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MEGBX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | MEGBX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | MEGBX vs TILIX |
Best Risk-Adjusted Alternatives to MEGBX
MEGBX has a PortfoliosLab risk / return rank of 13. There are 349 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | MEGBX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | MEGBX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | MEGBX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | MEGBX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | MEGBX vs POGRX |
Top Performing MEGBX Alternatives (YTD)
MEGBX is at 5.85% YTD. There are 329 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | MEGBX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | MEGBX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | MEGBX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | MEGBX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | MEGBX vs FOKFX |
Lowest Volatility Alternatives to MEGBX
MEGBX has 15.83% 1-year volatility. There are 221 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | MEGBX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | MEGBX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | MEGBX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | MEGBX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | MEGBX vs AWYIX |
Lowest Drawdown Alternatives to MEGBX
MEGBX has a 1-year max drawdown of -17.64%. There are 333 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | MEGBX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | MEGBX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | MEGBX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | MEGBX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | MEGBX vs AQEIX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MDIJX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 9 | 3.25% | — | Jan 1996 | MEGBX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 23 | 4.52% | — | May 2006 | MEGBX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 35 | 10.27% | — | Sep 2004 | MEGBX vs MDIJX | |
| MFS Value Fund Class I | Large Cap Value Equities | 23 | 4.47% | — | Feb 1996 | MEGBX vs MEIIX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 9 | -0.34% | — | Jan 1935 | MEGBX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 14 | 6.33% | — | Jun 2012 | MEGBX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 14 | 6.29% | — | Jul 1997 | MEGBX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 24 | 7.26% | — | — | MEGBX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 22 | 4.37% | — | Jan 1996 | MEGBX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 40 | 8.10% | — | Jul 1924 | MEGBX vs MITTX |
Often Compared With MEGBX
Investors most often compare MEGBX with SEEGX, POGAX, LGLIX. These 20 comparison targets span 5 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