MACIX vs. MFEIX
Compare and contrast key facts about MFS Conservative Allocation Fund (MACIX) and MFS Growth I (MFEIX).
MACIX is managed by MFS. It was launched on Jun 27, 2002. MFEIX is managed by MFS. It was launched on Jul 10, 1997.
Performance
MACIX vs. MFEIX - Performance Comparison
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MACIX vs. MFEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MACIX MFS Conservative Allocation Fund | -2.18% | 9.32% | 6.88% | 10.74% | -13.30% | 8.15% | 11.88% | 17.36% | -2.82% | 11.04% |
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, MACIX achieves a -2.18% return, which is significantly higher than MFEIX's -13.62% return. Over the past 10 years, MACIX has underperformed MFEIX with an annualized return of 5.67%, while MFEIX has yielded a comparatively higher 15.44% annualized return.
MACIX
- 1D
- 0.18%
- 1M
- -4.81%
- YTD
- -2.18%
- 6M
- -1.03%
- 1Y
- 6.10%
- 3Y*
- 6.87%
- 5Y*
- 3.39%
- 10Y*
- 5.67%
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%
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MACIX vs. MFEIX - Expense Ratio Comparison
MACIX has a 0.58% expense ratio, which is lower than MFEIX's 0.60% expense ratio.
Return for Risk
MACIX vs. MFEIX — Risk / Return Rank
MACIX
MFEIX
MACIX vs. MFEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Conservative Allocation Fund (MACIX) 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.
| MACIX | MFEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.30 | +0.67 |
Sortino ratioReturn per unit of downside risk | 1.36 | 0.59 | +0.77 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.08 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 0.22 | +0.97 |
Martin ratioReturn relative to average drawdown | 4.88 | 0.74 | +4.14 |
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
| MACIX | MFEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.30 | +0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.50 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.73 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.41 | +0.38 |
Correlation
The correlation between MACIX and MFEIX is 0.86, 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
MACIX vs. MFEIX - Dividend Comparison
MACIX's dividend yield for the trailing twelve months is around 6.20%, less than MFEIX's 17.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MACIX MFS Conservative Allocation Fund | 6.20% | 6.07% | 7.08% | 3.47% | 3.61% | 3.89% | 3.01% | 3.65% | 5.14% | 4.60% | 2.76% | 1.95% |
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
MACIX vs. MFEIX - Drawdown Comparison
The maximum MACIX drawdown since its inception was -25.35%, smaller than the maximum MFEIX drawdown of -72.24%. Use the drawdown chart below to compare losses from any high point for MACIX and MFEIX.
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Drawdown Indicators
| MACIX | MFEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.35% | -72.24% | +46.89% |
Max Drawdown (1Y)Largest decline over 1 year | -5.04% | -17.30% | +12.26% |
Max Drawdown (5Y)Largest decline over 5 years | -18.41% | -36.11% | +17.70% |
Max Drawdown (10Y)Largest decline over 10 years | -18.41% | -36.11% | +17.70% |
Current DrawdownCurrent decline from peak | -4.87% | -17.30% | +12.43% |
Average DrawdownAverage peak-to-trough decline | -2.61% | -23.85% | +21.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.22% | 5.06% | -3.84% |
Volatility
MACIX vs. MFEIX - Volatility Comparison
The current volatility for MFS Conservative Allocation Fund (MACIX) is 2.29%, while MFS Growth I (MFEIX) has a volatility of 5.58%. This indicates that MACIX 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
| MACIX | MFEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.29% | 5.58% | -3.29% |
Volatility (6M)Calculated over the trailing 6-month period | 3.83% | 12.05% | -8.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.49% | 21.56% | -15.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.14% | 21.87% | -14.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.11% | 21.16% | -14.05% |