EMLIX vs. MFEIX
Compare and contrast key facts about MFS Emerging Markets Debt Local Currency Fund (EMLIX) and MFS Growth I (MFEIX).
EMLIX is managed by MFS. It was launched on Sep 14, 2011. MFEIX is managed by MFS. It was launched on Jul 10, 1997.
Performance
EMLIX vs. MFEIX - Performance Comparison
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EMLIX vs. MFEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EMLIX MFS Emerging Markets Debt Local Currency Fund | -3.34% | 19.53% | -4.66% | 12.67% | -10.19% | -7.97% | 2.68% | 15.91% | -5.99% | 14.59% |
MFEIX MFS Growth I | -10.32% | 12.34% | 49.67% | 36.15% | -31.14% | 23.59% | 31.65% | 37.69% | 2.30% | 30.86% |
Returns By Period
In the year-to-date period, EMLIX achieves a -3.34% return, which is significantly higher than MFEIX's -10.32% return. Over the past 10 years, EMLIX has underperformed MFEIX with an annualized return of 2.75%, while MFEIX has yielded a comparatively higher 15.88% annualized return.
EMLIX
- 1D
- -0.35%
- 1M
- -6.80%
- YTD
- -3.34%
- 6M
- -0.21%
- 1Y
- 10.32%
- 3Y*
- 5.45%
- 5Y*
- 1.99%
- 10Y*
- 2.75%
MFEIX
- 1D
- 3.82%
- 1M
- -5.75%
- YTD
- -10.32%
- 6M
- -10.97%
- 1Y
- 9.60%
- 3Y*
- 22.85%
- 5Y*
- 11.27%
- 10Y*
- 15.88%
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EMLIX vs. MFEIX - Expense Ratio Comparison
EMLIX has a 0.85% expense ratio, which is higher than MFEIX's 0.60% expense ratio.
Return for Risk
EMLIX vs. MFEIX — Risk / Return Rank
EMLIX
MFEIX
EMLIX vs. MFEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Emerging Markets Debt Local Currency Fund (EMLIX) and MFS Growth I (MFEIX). 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.
| EMLIX | MFEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.91 | 0.49 | +1.42 |
Sortino ratioReturn per unit of downside risk | 2.61 | 0.85 | +1.76 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.12 | +0.26 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 0.61 | +1.01 |
Martin ratioReturn relative to average drawdown | 7.54 | 2.06 | +5.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EMLIX | MFEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.91 | 0.49 | +1.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.52 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.75 | -0.54 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | 0.42 | -0.36 |
Correlation
The correlation between EMLIX and MFEIX is 0.35, 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.
Dividends
EMLIX vs. MFEIX - Dividend Comparison
EMLIX's dividend yield for the trailing twelve months is around 3.06%, less than MFEIX's 16.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMLIX MFS Emerging Markets Debt Local Currency Fund | 3.06% | 3.48% | 5.32% | 3.64% | 3.60% | 4.49% | 4.13% | 4.71% | 5.60% | 4.48% | 4.59% | 6.93% |
MFEIX MFS Growth I | 16.72% | 14.99% | 25.47% | 4.86% | 1.05% | 2.76% | 3.57% | 1.57% | 3.78% | 2.50% | 1.61% | 3.65% |
Drawdowns
EMLIX vs. MFEIX - Drawdown Comparison
The maximum EMLIX drawdown since its inception was -34.15%, smaller than the maximum MFEIX drawdown of -72.24%. Use the drawdown chart below to compare losses from any high point for EMLIX and MFEIX.
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Drawdown Indicators
| EMLIX | MFEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.15% | -72.24% | +38.09% |
Max Drawdown (1Y)Largest decline over 1 year | -6.80% | -17.30% | +10.50% |
Max Drawdown (5Y)Largest decline over 5 years | -24.72% | -36.11% | +11.39% |
Max Drawdown (10Y)Largest decline over 10 years | -33.42% | -36.11% | +2.69% |
Current DrawdownCurrent decline from peak | -7.71% | -14.14% | +6.43% |
Average DrawdownAverage peak-to-trough decline | -16.68% | -23.85% | +7.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.46% | 5.14% | -3.68% |
Volatility
EMLIX vs. MFEIX - Volatility Comparison
The current volatility for MFS Emerging Markets Debt Local Currency Fund (EMLIX) is 3.24%, while MFS Growth I (MFEIX) has a volatility of 6.97%. This indicates that EMLIX experiences smaller price fluctuations and is considered to be less risky than MFEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EMLIX | MFEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.24% | 6.97% | -3.73% |
Volatility (6M)Calculated over the trailing 6-month period | 4.44% | 12.65% | -8.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.91% | 21.85% | -15.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.51% | 21.93% | -14.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.35% | 21.20% | -7.85% |