MFS Massachusetts Investors Growth Stock Fund (MGTIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MGTIX
MGTIX charges 0.45% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among MGTIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | MGTIX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | MGTIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | MGTIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | MGTIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | MGTIX vs VIGAX |
Best Risk-Adjusted Alternatives to MGTIX
Among mutual funds in the Large Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | MGTIX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | MGTIX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | MGTIX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | MGTIX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | MGTIX vs VTMGX |
Top Performing MGTIX Alternatives (YTD)
MGTIX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | MGTIX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | MGTIX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | MGTIX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | MGTIX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | MGTIX vs AMRGX |
Lowest Volatility Alternatives to MGTIX
MGTIX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | MGTIX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | MGTIX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | MGTIX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | MGTIX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | MGTIX vs PROVX |
Lowest Drawdown Alternatives to MGTIX
MGTIX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | MGTIX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | MGTIX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | MGTIX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | MGTIX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | MGTIX vs BBLIX |
Other Mutual Funds from MFS
Most popular MFS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 17 | -6.55% | Jan 31, 1996 | MGTIX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 29 | -0.52% | May 1, 2006 | MGTIX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 62 | -2.70% | Sep 30, 2004 | MGTIX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 8 | -11.94% | Jan 1, 1935 | MGTIX vs MIGFX | |
| MFS Value Fund Class I | Large Cap Value Equities | 28 | -0.56% | Feb 1, 1996 | MGTIX vs MEIIX | |
| MFS Growth R6 | Large Cap Growth Equities | 12 | -13.60% | Jun 1, 2012 | MGTIX vs MFEKX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 59 | -3.26% | — | MGTIX vs MINIX | |
| MFS Growth I | Large Cap Growth Equities | 12 | -13.62% | Jul 10, 1997 | MGTIX vs MFEIX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 25 | -6.58% | Jul 15, 1924 | MGTIX vs MITTX | |
| MFS Value Fund | Large Cap Value Equities | 27 | -0.62% | Jan 2, 1996 | MGTIX vs MEIAX |
Often Compared With MGTIX
What investors most often compare with MGTIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| American Funds The Growth Fund of America Class A | Large Cap Growth Equities | 29 | -11.22% | Dec 1, 1973 | MGTIX vs AGTHX | |
| Schwab U.S. Large-Cap Growth ETF | Large Cap Growth Equities | 46 | -10.59% | Dec 11, 2009 | MGTIX vs SCHG | |
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | MGTIX vs FXAIX | |
| ICON Equity Fund | Large Cap Growth Equities | 39 | -1.68% | Oct 17, 2002 | MGTIX vs IOLZX | |
| abrdn U.S. Sustainable Leaders Fund | Large Cap Growth Equities | 5 | -10.06% | Jun 30, 2000 | MGTIX vs GXXIX | |
| TIAA-CREF Large-Cap Growth Index Fund | Large Cap Growth Equities | 27 | -13.04% | Oct 1, 2002 | MGTIX vs TILIX | |
| American Funds The New Economy Fund Class F-1 | Large Cap Growth Equities | 74 | -8.51% | Mar 15, 2001 | MGTIX vs ANFFX |
Compare MGTIX with Any Fund or Stock
Compare MGTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.