MFS Core Equity Fund (MRGAX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MRGAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MRGAX
MRGAX charges 0.93% annually. There are 285 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | MRGAX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | MRGAX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | MRGAX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | MRGAX vs FLCPX | |
| Schwab S&P 500 Index Fund | 0.02% | 143.85B | May 1997 | MRGAX vs SWPPX |
Best Risk-Adjusted Alternatives to MRGAX
MRGAX has a PortfoliosLab risk / return rank of 25. There are 322 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 95 | 17.20B | Dec 2004 | MRGAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 93 | 92.00B | Nov 2001 | MRGAX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | MRGAX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | MRGAX vs GTLOX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 89 | — | Dec 2018 | MRGAX vs FTZIX |
Top Performing MRGAX Alternatives (YTD)
MRGAX is at 4.92% YTD. There are 306 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.22% | 17.20B | Dec 2004 | MRGAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.50% | 92.00B | Nov 2001 | MRGAX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 24.66% | — | Nov 2004 | MRGAX vs POSKX | |
| Archer Multi Cap Fund | 24.45% | — | Dec 2019 | MRGAX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 24.26% | — | Jan 1995 | MRGAX vs IGIAX |
Lowest Volatility Alternatives to MRGAX
MRGAX has 12.50% 1-year volatility. There are 120 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | MRGAX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.39% | — | Mar 2021 | MRGAX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.34% | — | Jul 2012 | MRGAX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.36% | — | Jul 2012 | MRGAX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.52% | — | May 2015 | MRGAX vs FSUVX |
Lowest Drawdown Alternatives to MRGAX
MRGAX has a 1-year max drawdown of -9.53%. There are 228 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | MRGAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | MRGAX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | MRGAX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | MRGAX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | MRGAX vs QUERX |
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 | 11 | 1.95% | — | Jan 1996 | MRGAX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 35 | 6.41% | — | May 2006 | MRGAX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 34 | 6.35% | — | Feb 1996 | MRGAX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 32 | 7.67% | — | Sep 2004 | MRGAX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 5 | -4.60% | — | Jan 1935 | MRGAX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 8 | 1.48% | — | Jun 2012 | MRGAX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 8 | 1.43% | — | Jul 1997 | MRGAX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 24 | 3.87% | — | — | MRGAX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 33 | 6.22% | — | Jan 1996 | MRGAX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 30 | 5.46% | — | Jul 1924 | MRGAX vs MITTX |
Often Compared With MRGAX
Investors most often compare MRGAX with GSPKX, CMNWX, PMYYX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare MRGAX with Any Fund or Stock
Compare MRGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MRGAX with funds that move differently
MFS Core Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MRGAX.
Explore MRGAX Diversifiers