GXXIX vs. MFEIX
Compare and contrast key facts about abrdn U.S. Sustainable Leaders Fund (GXXIX) and MFS Growth I (MFEIX).
GXXIX is managed by Aberdeen. It was launched on Jun 30, 2000. MFEIX is managed by MFS. It was launched on Jul 10, 1997.
Performance
GXXIX vs. MFEIX - Performance Comparison
Loading graphics...
GXXIX vs. MFEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GXXIX abrdn U.S. Sustainable Leaders Fund | -10.06% | 3.82% | 10.11% | 15.19% | -26.55% | 81.37% | 29.56% | 36.96% | -6.73% | 20.42% |
MFEIX MFS Growth I | -13.62% | 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, GXXIX achieves a -10.06% return, which is significantly higher than MFEIX's -13.62% return. Over the past 10 years, GXXIX has underperformed MFEIX with an annualized return of 13.01%, while MFEIX has yielded a comparatively higher 15.44% annualized return.
GXXIX
- 1D
- -0.24%
- 1M
- -7.99%
- YTD
- -10.06%
- 6M
- -10.18%
- 1Y
- 0.30%
- 3Y*
- 4.65%
- 5Y*
- 8.96%
- 10Y*
- 13.01%
MFEIX
- 1D
- -0.59%
- 1M
- -9.06%
- YTD
- -13.62%
- 6M
- -14.22%
- 1Y
- 6.53%
- 3Y*
- 21.33%
- 5Y*
- 10.89%
- 10Y*
- 15.44%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
GXXIX vs. MFEIX - Expense Ratio Comparison
GXXIX has a 0.97% expense ratio, which is higher than MFEIX's 0.60% expense ratio.
Return for Risk
GXXIX vs. MFEIX — Risk / Return Rank
GXXIX
MFEIX
GXXIX vs. MFEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn U.S. Sustainable Leaders Fund (GXXIX) 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.
| GXXIX | MFEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.05 | 0.30 | -0.26 |
Sortino ratioReturn per unit of downside risk | 0.19 | 0.59 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.08 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | -0.08 | 0.22 | -0.30 |
Martin ratioReturn relative to average drawdown | -0.31 | 0.74 | -1.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| GXXIX | MFEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.05 | 0.30 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.50 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.73 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.41 | +0.18 |
Correlation
The correlation between GXXIX and MFEIX is 0.87, 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.
Dividends
GXXIX vs. MFEIX - Dividend Comparison
GXXIX's dividend yield for the trailing twelve months is around 2.55%, less than MFEIX's 17.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GXXIX abrdn U.S. Sustainable Leaders Fund | 2.55% | 2.30% | 0.00% | 0.28% | 0.39% | 59.39% | 14.10% | 9.76% | 12.93% | 10.11% | 12.20% | 5.82% |
MFEIX MFS Growth I | 17.36% | 14.99% | 25.47% | 4.86% | 1.05% | 2.76% | 3.57% | 1.57% | 3.78% | 2.50% | 1.61% | 3.65% |
Drawdowns
GXXIX vs. MFEIX - Drawdown Comparison
The maximum GXXIX drawdown since its inception was -33.65%, smaller than the maximum MFEIX drawdown of -72.24%. Use the drawdown chart below to compare losses from any high point for GXXIX and MFEIX.
Loading graphics...
Drawdown Indicators
| GXXIX | MFEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.65% | -72.24% | +38.59% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -17.30% | +5.52% |
Max Drawdown (5Y)Largest decline over 5 years | -33.65% | -36.11% | +2.46% |
Max Drawdown (10Y)Largest decline over 10 years | -33.65% | -36.11% | +2.46% |
Current DrawdownCurrent decline from peak | -13.31% | -17.30% | +3.99% |
Average DrawdownAverage peak-to-trough decline | -6.20% | -23.85% | +17.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 5.06% | -1.97% |
Volatility
GXXIX vs. MFEIX - Volatility Comparison
The current volatility for abrdn U.S. Sustainable Leaders Fund (GXXIX) is 4.14%, while MFS Growth I (MFEIX) has a volatility of 5.58%. This indicates that GXXIX 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.
Loading graphics...
Volatility by Period
| GXXIX | MFEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.14% | 5.58% | -1.44% |
Volatility (6M)Calculated over the trailing 6-month period | 8.83% | 12.05% | -3.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.52% | 21.56% | -5.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.75% | 21.87% | +5.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.70% | 21.16% | +2.54% |