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 | -1.12% | 9.32% | 6.88% | 10.74% | -13.30% | 8.15% | 11.88% | 17.36% | -2.82% | 11.04% |
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, MACIX achieves a -1.12% return, which is significantly higher than MFEIX's -10.32% return. Over the past 10 years, MACIX has underperformed MFEIX with an annualized return of 5.79%, while MFEIX has yielded a comparatively higher 15.88% annualized return.
MACIX
- 1D
- 1.08%
- 1M
- -3.45%
- YTD
- -1.12%
- 6M
- -0.13%
- 1Y
- 7.00%
- 3Y*
- 7.25%
- 5Y*
- 3.48%
- 10Y*
- 5.79%
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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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 | 1.11 | 0.49 | +0.62 |
Sortino ratioReturn per unit of downside risk | 1.56 | 0.85 | +0.71 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.12 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 0.61 | +0.87 |
Martin ratioReturn relative to average drawdown | 5.97 | 2.06 | +3.91 |
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 | 1.11 | 0.49 | +0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.52 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.75 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.42 | +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 6.14%, less than MFEIX's 16.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MACIX MFS Conservative Allocation Fund | 6.14% | 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 | 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
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 | -3.84% | -14.14% | +10.30% |
Average DrawdownAverage peak-to-trough decline | -2.61% | -23.85% | +21.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.25% | 5.14% | -3.89% |
Volatility
MACIX vs. MFEIX - Volatility Comparison
The current volatility for MFS Conservative Allocation Fund (MACIX) is 2.64%, while MFS Growth I (MFEIX) has a volatility of 6.97%. 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 | 2.64% | 6.97% | -4.33% |
Volatility (6M)Calculated over the trailing 6-month period | 3.98% | 12.65% | -8.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.56% | 21.85% | -15.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.15% | 21.93% | -14.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.12% | 21.20% | -14.08% |