MFS Growth I (MFEIX) 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 MFEIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MFEIX
MFEIX charges 0.60% annually. There are 87 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 | MFEIX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | MFEIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MFEIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | MFEIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | MFEIX vs VIGAX |
Best Risk-Adjusted Alternatives to MFEIX
MFEIX has a PortfoliosLab risk / return rank of 12. There are 332 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 94 | 92.00B | Nov 1984 | MFEIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | MFEIX vs POGRX | |
| Fidelity OTC Portfolio Class K | 92 | — | May 2008 | MFEIX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | MFEIX vs FOCPX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 91 | 31.20B | Nov 2001 | MFEIX vs VHCAX |
Top Performing MFEIX Alternatives (YTD)
MFEIX is at 5.25% YTD. There are 271 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.30% | — | Mar 2020 | MFEIX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 33.25% | — | Feb 2004 | MFEIX vs RYGRX | |
| Fidelity Focused Stock Fund | 32.07% | — | Nov 1996 | MFEIX vs FTQGX | |
| Fidelity SAI U.S. Momentum Index Fund | 30.85% | — | Feb 2017 | MFEIX vs FUMIX | |
| Columbia Global Technology Growth Fund Class A | 30.84% | — | Nov 2000 | MFEIX vs CTCAX |
Lowest Volatility Alternatives to MFEIX
MFEIX has 16.74% 1-year volatility. There are 217 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.48% | — | Sep 2019 | MFEIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.67% | — | Jan 2005 | MFEIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.85% | — | Dec 2015 | MFEIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | MFEIX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.40% | — | Jan 1991 | MFEIX vs BLUEX |
Lowest Drawdown Alternatives to MFEIX
MFEIX has a 1-year max drawdown of -17.30%. There are 316 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 | MFEIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | MFEIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | MFEIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | MFEIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | MFEIX vs DNVYX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MEIIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 11 | 3.10% | — | Jan 1996 | MFEIX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 36 | 6.53% | — | May 2006 | MFEIX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 36 | 6.49% | — | Feb 1996 | MFEIX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 38 | 10.19% | — | Sep 2004 | MFEIX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 7 | -3.03% | — | Jan 1935 | MFEIX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 12 | 5.30% | — | Jun 2012 | MFEIX vs MFEKX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 26 | 6.13% | — | — | MFEIX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 34 | 6.36% | — | Jan 1996 | MFEIX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 39 | 7.77% | — | Jul 1924 | MFEIX vs MITTX | |
| MFS Total Return Fund | Diversified Portfolio | 33 | 2.50% | — | Oct 1970 | MFEIX vs MSFRX |
Often Compared With MFEIX
Investors most often compare MFEIX with VOO, QQQ, SPYG. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare MFEIX with Any Fund or Stock
Compare MFEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MFEIX with funds that move differently
MFS Growth I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MFEIX.
Explore MFEIX Diversifiers