MFS Massachusetts Investors Growth Stock Fund (MGTIX) 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 MGTIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MGTIX
MGTIX charges 0.45% annually. There are 48 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 | MGTIX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | MGTIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MGTIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | MGTIX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | MGTIX vs VRGWX |
Best Risk-Adjusted Alternatives to MGTIX
MGTIX has a PortfoliosLab risk / return rank of 6. There are 374 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | MGTIX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | MGTIX vs ONERX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | MGTIX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | MGTIX vs CHASX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 86 | 31.20B | Nov 2001 | MGTIX vs VHCAX |
Top Performing MGTIX Alternatives (YTD)
MGTIX is at -2.20% YTD. There are 393 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 | MGTIX vs ONERX | |
| ICON Equity Fund | 27.06% | — | Oct 2002 | MGTIX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 25.28% | — | Feb 2017 | MGTIX vs FUMIX | |
| Chase Growth Fund | 25.25% | — | Dec 1997 | MGTIX vs CHASX | |
| Chase Growth Fund Institutional Class | 25.21% | — | Jan 2007 | MGTIX vs CHAIX |
Lowest Volatility Alternatives to MGTIX
MGTIX has 13.21% 1-year volatility. There are 37 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.84% | — | Sep 2019 | MGTIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.75% | — | Jan 2005 | MGTIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.05% | — | Dec 2015 | MGTIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | MGTIX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | MGTIX vs GQEPX |
Lowest Drawdown Alternatives to MGTIX
MGTIX has a 1-year max drawdown of -13.71%. There are 159 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 | MGTIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | MGTIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | MGTIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | MGTIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | MGTIX 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 | 15 | 4.31% | — | Jan 1996 | MGTIX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 47 | 9.75% | — | May 2006 | MGTIX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 47 | 9.68% | — | Feb 1996 | MGTIX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 36 | 8.57% | — | Sep 2004 | MGTIX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 5 | -2.31% | — | Jan 1935 | MGTIX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 8 | 3.12% | — | Jun 2012 | MGTIX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 8 | 3.06% | — | Jul 1997 | MGTIX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 27 | 4.94% | — | — | MGTIX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 45 | 9.53% | — | Jan 1996 | MGTIX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 35 | 8.16% | — | Jul 1924 | MGTIX vs MITTX |
Often Compared With MGTIX
Investors most often compare MGTIX with SCHG, AGTHX, FXAIX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare MGTIX with Any Fund or Stock
Compare MGTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MGTIX with funds that move differently
MFS Massachusetts Investors Growth Stock Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MGTIX.
Explore MGTIX Diversifiers