MACIX vs. MIGFX
Compare and contrast key facts about MFS Conservative Allocation Fund (MACIX) and MFS Massachusetts Investors Growth Stock Fund (MIGFX).
MACIX is managed by MFS. It was launched on Jun 27, 2002. MIGFX is managed by MFS. It was launched on Jan 1, 1935.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MACIX or MIGFX.
Correlation
The correlation between MACIX and MIGFX 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
MACIX vs. MIGFX - Performance Comparison
Key characteristics
MACIX:
0.97
MIGFX:
0.46
MACIX:
1.23
MIGFX:
0.65
MACIX:
1.20
MIGFX:
1.10
MACIX:
0.92
MIGFX:
0.55
MACIX:
3.01
MIGFX:
1.58
MACIX:
2.05%
MIGFX:
4.20%
MACIX:
6.37%
MIGFX:
14.45%
MACIX:
-23.33%
MIGFX:
-61.53%
MACIX:
-3.60%
MIGFX:
-8.90%
Returns By Period
In the year-to-date period, MACIX achieves a 2.61% return, which is significantly higher than MIGFX's 2.35% return. Over the past 10 years, MACIX has underperformed MIGFX with an annualized return of 3.81%, while MIGFX has yielded a comparatively higher 6.12% annualized return.
MACIX
2.61%
2.05%
-0.51%
5.15%
2.94%
3.81%
MIGFX
2.35%
2.08%
-2.45%
5.32%
4.77%
6.12%
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MACIX vs. MIGFX - Expense Ratio Comparison
MACIX has a 0.58% expense ratio, which is lower than MIGFX's 0.70% expense ratio.
Risk-Adjusted Performance
MACIX vs. MIGFX — Risk-Adjusted Performance Rank
MACIX
MIGFX
MACIX vs. MIGFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Conservative Allocation Fund (MACIX) and MFS Massachusetts Investors Growth Stock Fund (MIGFX). 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
MACIX vs. MIGFX - Dividend Comparison
MACIX's dividend yield for the trailing twelve months is around 3.31%, more than MIGFX's 0.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MACIX MFS Conservative Allocation Fund | 3.31% | 3.39% | 2.76% | 2.83% | 2.82% | 1.83% | 2.34% | 2.64% | 2.35% | 1.99% | 1.83% | 3.49% |
MIGFX MFS Massachusetts Investors Growth Stock Fund | 0.23% | 0.24% | 0.41% | 0.44% | 0.18% | 0.15% | 0.27% | 1.08% | 0.89% | 0.80% | 0.92% | 4.42% |
Drawdowns
MACIX vs. MIGFX - Drawdown Comparison
The maximum MACIX drawdown since its inception was -23.33%, smaller than the maximum MIGFX drawdown of -61.53%. Use the drawdown chart below to compare losses from any high point for MACIX and MIGFX. For additional features, visit the drawdowns tool.
Volatility
MACIX vs. MIGFX - Volatility Comparison
The current volatility for MFS Conservative Allocation Fund (MACIX) is 1.33%, while MFS Massachusetts Investors Growth Stock Fund (MIGFX) has a volatility of 3.22%. This indicates that MACIX experiences smaller price fluctuations and is considered to be less risky than MIGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.