FUNFX vs. MEGBX
Compare and contrast key facts about American Funds Fundamental Investors® Class F-3 (FUNFX) and MFS Growth Fund (MEGBX).
FUNFX is managed by American Funds. It was launched on Aug 1, 2008. MEGBX is managed by MFS. It was launched on Dec 29, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FUNFX or MEGBX.
Correlation
The correlation between FUNFX and MEGBX is 0.88, 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
FUNFX vs. MEGBX - Performance Comparison
Key characteristics
FUNFX:
1.01
MEGBX:
0.18
FUNFX:
1.28
MEGBX:
0.36
FUNFX:
1.22
MEGBX:
1.07
FUNFX:
1.53
MEGBX:
0.21
FUNFX:
4.45
MEGBX:
0.56
FUNFX:
3.81%
MEGBX:
7.84%
FUNFX:
16.79%
MEGBX:
24.40%
FUNFX:
-33.92%
MEGBX:
-72.59%
FUNFX:
-5.79%
MEGBX:
-16.27%
Returns By Period
In the year-to-date period, FUNFX achieves a 5.65% return, which is significantly higher than MEGBX's 4.62% return.
FUNFX
5.65%
2.27%
3.07%
15.14%
7.46%
N/A
MEGBX
4.62%
1.62%
-7.25%
3.44%
5.04%
8.25%
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FUNFX vs. MEGBX - Expense Ratio Comparison
FUNFX has a 0.28% expense ratio, which is lower than MEGBX's 1.59% expense ratio.
Risk-Adjusted Performance
FUNFX vs. MEGBX — Risk-Adjusted Performance Rank
FUNFX
MEGBX
FUNFX vs. MEGBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors® Class F-3 (FUNFX) and MFS Growth Fund (MEGBX). 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
FUNFX vs. MEGBX - Dividend Comparison
FUNFX's dividend yield for the trailing twelve months is around 1.37%, while MEGBX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUNFX American Funds Fundamental Investors® Class F-3 | 1.37% | 1.45% | 1.47% | 1.94% | 1.56% | 1.77% | 1.81% | 2.23% | 1.76% | 0.00% | 0.00% | 0.00% |
MEGBX MFS Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.28% | 4.83% |
Drawdowns
FUNFX vs. MEGBX - Drawdown Comparison
The maximum FUNFX drawdown since its inception was -33.92%, smaller than the maximum MEGBX drawdown of -72.59%. Use the drawdown chart below to compare losses from any high point for FUNFX and MEGBX. For additional features, visit the drawdowns tool.
Volatility
FUNFX vs. MEGBX - Volatility Comparison
The current volatility for American Funds Fundamental Investors® Class F-3 (FUNFX) is 4.06%, while MFS Growth Fund (MEGBX) has a volatility of 5.24%. This indicates that FUNFX experiences smaller price fluctuations and is considered to be less risky than MEGBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.