CMNWX vs. MRGAX
Compare and contrast key facts about Principal Capital Appreciation Fund (CMNWX) and MFS Core Equity Fund (MRGAX).
CMNWX is managed by Principal. It was launched on Nov 24, 1986. MRGAX is managed by MFS. It was launched on Jan 2, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CMNWX or MRGAX.
Correlation
The correlation between CMNWX and MRGAX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CMNWX vs. MRGAX - Performance Comparison
Key characteristics
CMNWX:
1.63
MRGAX:
1.04
CMNWX:
2.12
MRGAX:
1.34
CMNWX:
1.30
MRGAX:
1.22
CMNWX:
2.58
MRGAX:
1.29
CMNWX:
7.89
MRGAX:
4.21
CMNWX:
2.88%
MRGAX:
3.64%
CMNWX:
13.97%
MRGAX:
14.76%
CMNWX:
-57.43%
MRGAX:
-53.30%
CMNWX:
-4.18%
MRGAX:
-6.98%
Returns By Period
The year-to-date returns for both investments are quite close, with CMNWX having a 4.70% return and MRGAX slightly higher at 4.83%. Over the past 10 years, CMNWX has underperformed MRGAX with an annualized return of 4.65%, while MRGAX has yielded a comparatively higher 8.68% annualized return.
CMNWX
4.70%
2.01%
8.28%
21.92%
11.28%
4.65%
MRGAX
4.83%
2.44%
4.08%
14.76%
8.60%
8.68%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CMNWX vs. MRGAX - Expense Ratio Comparison
CMNWX has a 0.80% expense ratio, which is lower than MRGAX's 0.93% expense ratio.
Risk-Adjusted Performance
CMNWX vs. MRGAX — Risk-Adjusted Performance Rank
CMNWX
MRGAX
CMNWX vs. MRGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Capital Appreciation Fund (CMNWX) and MFS Core Equity Fund (MRGAX). 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.
Dividends
CMNWX vs. MRGAX - Dividend Comparison
CMNWX's dividend yield for the trailing twelve months is around 0.44%, less than MRGAX's 0.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMNWX Principal Capital Appreciation Fund | 0.44% | 0.46% | 0.71% | 0.69% | 0.43% | 0.78% | 0.93% | 1.62% | 1.01% | 1.07% | 1.19% | 1.84% |
MRGAX MFS Core Equity Fund | 0.51% | 0.54% | 0.65% | 0.39% | 0.16% | 0.37% | 0.43% | 0.60% | 0.54% | 0.60% | 11.57% | 8.70% |
Drawdowns
CMNWX vs. MRGAX - Drawdown Comparison
The maximum CMNWX drawdown since its inception was -57.43%, which is greater than MRGAX's maximum drawdown of -53.30%. Use the drawdown chart below to compare losses from any high point for CMNWX and MRGAX. For additional features, visit the drawdowns tool.
Volatility
CMNWX vs. MRGAX - Volatility Comparison
Principal Capital Appreciation Fund (CMNWX) and MFS Core Equity Fund (MRGAX) have volatilities of 3.82% and 3.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.