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 202 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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | MFEGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MFEGX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | MFEGX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | MFEGX vs VIGAX |
Best Risk-Adjusted Alternatives to MFEGX
MFEGX has a PortfoliosLab risk / return rank of 9. There are 340 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 | MFEGX vs VPMCX | |
| Chase Growth Fund Institutional Class | 90 | — | Jan 2007 | MFEGX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | MFEGX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | MFEGX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | MFEGX vs FCGSX |
Top Performing MFEGX Alternatives (YTD)
MFEGX is at 4.64% YTD. There are 311 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 | MFEGX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.02% | — | Feb 2004 | MFEGX vs RYGRX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | MFEGX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.33% | — | Feb 2017 | MFEGX vs FUMIX | |
| Chase Growth Fund | 26.84% | — | Dec 1997 | MFEGX vs CHASX |
Lowest Volatility Alternatives to MFEGX
MFEGX has 16.99% 1-year volatility. There are 214 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.86% | — | Sep 2019 | MFEGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.73% | — | Jan 2005 | MFEGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | MFEGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | MFEGX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | MFEGX vs GQEPX |
Lowest Drawdown Alternatives to MFEGX
MFEGX has a 1-year max drawdown of -17.39%. There are 317 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 | MFEGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | MFEGX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | MFEGX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | MFEGX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | MFEGX 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 | 14 | 4.58% | — | Jan 1996 | MFEGX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 42 | 9.49% | — | May 2006 | MFEGX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 41 | 9.42% | — | Feb 1996 | MFEGX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 36 | 9.55% | — | Sep 2004 | MFEGX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 5 | -1.61% | — | Jan 1935 | MFEGX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 9 | 4.83% | — | Jun 2012 | MFEGX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 9 | 4.78% | — | Jul 1997 | MFEGX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 26 | 5.42% | — | — | MFEGX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 40 | 9.27% | — | Jan 1996 | MFEGX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 36 | 8.81% | — | Jul 1924 | MFEGX vs MITTX |
Often Compared With MFEGX
Investors most often compare MFEGX with SPY, VUG, MRGAX. These 20 comparison targets span 8 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