MFS Growth Fund Class A (MFEGX) 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 MFEGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MFEGX
MFEGX charges 0.83% annually. There are 209 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 | MFEGX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MFEGX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | MFEGX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | MFEGX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | MFEGX vs TILIX |
Best Risk-Adjusted Alternatives to MFEGX
MFEGX has a PortfoliosLab risk / return rank of 14. There are 343 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 98 | — | Aug 2014 | MFEGX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | MFEGX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | MFEGX vs POGRX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | MFEGX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | MFEGX vs FOCPX |
Top Performing MFEGX Alternatives (YTD)
MFEGX is at 6.54% YTD. There are 317 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.66% | — | Mar 2020 | MFEGX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 30.14% | — | Nov 2000 | MFEGX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 28.96% | — | Feb 2004 | MFEGX vs RYGRX | |
| Fidelity OTC K6 Portfolio | 26.86% | — | Jun 2019 | MFEGX vs FOKFX | |
| Fidelity OTC Portfolio Class K | 26.69% | — | May 2008 | MFEGX vs FOCKX |
Lowest Volatility Alternatives to MFEGX
MFEGX has 15.86% 1-year volatility. There are 224 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.88% | — | Sep 2019 | MFEGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.26% | — | Jan 2005 | MFEGX vs MEIFX | |
| Emerald Insights Fund | 9.29% | — | Aug 2014 | MFEGX vs EFCNX | |
| Marshfield Concentrated Opportunity Fund | 9.78% | — | Dec 2015 | MFEGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.90% | — | Apr 2010 | MFEGX vs AWYIX |
Lowest Drawdown Alternatives to MFEGX
MFEGX has a 1-year max drawdown of -17.39%. There are 325 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 | MFEGX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | MFEGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | MFEGX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | MFEGX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | MFEGX 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 | 10 | 3.08% | — | Jan 1996 | MFEGX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 21 | 3.89% | — | May 2006 | MFEGX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 35 | 9.58% | — | Sep 2004 | MFEGX vs MDIJX | |
| MFS Value Fund Class I | Large Cap Value Equities | 20 | 3.85% | — | Feb 1996 | MFEGX vs MEIIX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 9 | 0.29% | — | Jan 1935 | MFEGX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 15 | 6.70% | — | Jun 2012 | MFEGX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 14 | 6.65% | — | Jul 1997 | MFEGX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 25 | 6.59% | — | — | MFEGX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 20 | 3.72% | — | Jan 1996 | MFEGX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 40 | 8.02% | — | Jul 1924 | MFEGX vs MITTX |
Often Compared With MFEGX
Investors most often compare MFEGX with SPY, VUG, MRGAX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare MFEGX with Any Fund or Stock
Compare MFEGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MFEGX with funds that move differently
MFS Growth Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MFEGX.
Explore MFEGX Diversifiers