MFS Core Equity Fund Class C (MRGCX) 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 MRGCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MRGCX
MRGCX charges 1.63% annually. There are 382 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% | — | — | MRGCX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | MRGCX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | MRGCX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | MRGCX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | MRGCX vs WBREOX |
Best Risk-Adjusted Alternatives to MRGCX
MRGCX has a PortfoliosLab risk / return rank of 28. There are 321 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 | MRGCX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | MRGCX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | MRGCX vs GTLOX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | MRGCX vs POSKX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | MRGCX vs IGIAX |
Top Performing MRGCX Alternatives (YTD)
MRGCX is at 5.76% YTD. There are 301 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.27% | 17.20B | Dec 2004 | MRGCX vs VPCCX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | MRGCX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | MRGCX vs FLCKX | |
| Archer Multi Cap Fund | 26.78% | — | Dec 2019 | MRGCX vs ALSMX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.44% | 92.00B | Nov 2001 | MRGCX vs VPMAX |
Lowest Volatility Alternatives to MRGCX
MRGCX has 12.48% 1-year volatility. There are 122 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 | MRGCX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | MRGCX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | MRGCX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.41% | — | Jul 2012 | MRGCX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.58% | — | May 2015 | MRGCX vs FSUVX |
Lowest Drawdown Alternatives to MRGCX
MRGCX has a 1-year max drawdown of -9.64%. There are 240 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 | MRGCX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | MRGCX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | MRGCX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | MRGCX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | MRGCX 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 | 2.02% | — | Jan 1996 | MRGCX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 33 | 6.47% | — | May 2006 | MRGCX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 32 | 6.41% | — | Feb 1996 | MRGCX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 32 | 7.46% | — | Sep 2004 | MRGCX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 5 | -5.25% | — | Jan 1935 | MRGCX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 8 | 1.54% | — | Jun 2012 | MRGCX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 8 | 1.49% | — | Jul 1997 | MRGCX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 24 | 4.21% | — | — | MRGCX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 32 | 6.28% | — | Jan 1996 | MRGCX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 30 | 5.54% | — | Jul 1924 | MRGCX vs MITTX |
Often Compared With MRGCX
Investors most often compare MRGCX with FGRTX, FGLGX, RESGX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare MRGCX with Any Fund or Stock
Compare MRGCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MRGCX with funds that move differently
MFS Core Equity Fund Class C alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MRGCX.
Explore MRGCX Diversifiers