Correlation
The correlation between AGEPX and MIGFX is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
AGEPX vs. MIGFX
Compare and contrast key facts about American Beacon Frontier Markets Income Fund (AGEPX) and MFS Massachusetts Investors Growth Stock Fund (MIGFX).
AGEPX is managed by American Beacon. It was launched on Feb 24, 2014. MIGFX is managed by MFS. It was launched on Jan 1, 1935.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGEPX or MIGFX.
Performance
AGEPX vs. MIGFX - Performance Comparison
Loading data...
Key characteristics
AGEPX:
2.98
MIGFX:
0.40
AGEPX:
4.15
MIGFX:
0.53
AGEPX:
1.79
MIGFX:
1.07
AGEPX:
2.56
MIGFX:
0.28
AGEPX:
15.08
MIGFX:
1.03
AGEPX:
0.82%
MIGFX:
5.01%
AGEPX:
4.15%
MIGFX:
18.32%
AGEPX:
-21.27%
MIGFX:
-61.53%
AGEPX:
0.00%
MIGFX:
-4.65%
Returns By Period
In the year-to-date period, AGEPX achieves a 4.48% return, which is significantly higher than MIGFX's -0.76% return. Over the past 10 years, AGEPX has underperformed MIGFX with an annualized return of 5.45%, while MIGFX has yielded a comparatively higher 12.77% annualized return.
AGEPX
4.48%
3.01%
5.25%
12.30%
9.84%
7.49%
5.45%
MIGFX
-0.76%
6.03%
-3.04%
7.24%
10.63%
12.95%
12.77%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AGEPX vs. MIGFX - Expense Ratio Comparison
AGEPX has a 1.38% expense ratio, which is higher than MIGFX's 0.70% expense ratio.
Risk-Adjusted Performance
AGEPX vs. MIGFX — Risk-Adjusted Performance Rank
AGEPX
MIGFX
AGEPX vs. MIGFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Beacon Frontier Markets Income Fund (AGEPX) and MFS Massachusetts Investors Growth Stock Fund (MIGFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Loading data...
Dividends
AGEPX vs. MIGFX - Dividend Comparison
AGEPX's dividend yield for the trailing twelve months is around 11.93%, more than MIGFX's 8.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGEPX American Beacon Frontier Markets Income Fund | 11.93% | 11.92% | 9.40% | 8.75% | 7.64% | 7.07% | 8.38% | 9.55% | 7.09% | 7.84% | 7.43% | 3.12% |
MIGFX MFS Massachusetts Investors Growth Stock Fund | 8.66% | 8.59% | 4.11% | 4.49% | 10.47% | 7.43% | 7.40% | 10.77% | 6.87% | 5.92% | 6.51% | 3.80% |
Drawdowns
AGEPX vs. MIGFX - Drawdown Comparison
The maximum AGEPX drawdown since its inception was -21.27%, smaller than the maximum MIGFX drawdown of -61.53%. Use the drawdown chart below to compare losses from any high point for AGEPX and MIGFX.
Loading data...
Volatility
AGEPX vs. MIGFX - Volatility Comparison
The current volatility for American Beacon Frontier Markets Income Fund (AGEPX) is 1.14%, while MFS Massachusetts Investors Growth Stock Fund (MIGFX) has a volatility of 4.97%. This indicates that AGEPX experiences smaller price fluctuations and is considered to be less risky than MIGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...