MEDIX vs. MIGFX
Compare and contrast key facts about MFS Emerging Markets Debt Fund (MEDIX) and MFS Massachusetts Investors Growth Stock Fund (MIGFX).
MEDIX is managed by MFS. It was launched on Mar 17, 1998. MIGFX is managed by MFS. It was launched on Jan 1, 1935.
Performance
MEDIX vs. MIGFX - Performance Comparison
Loading graphics...
MEDIX vs. MIGFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MEDIX MFS Emerging Markets Debt Fund | -2.03% | 12.48% | 5.92% | 9.42% | -15.97% | -2.40% | 8.01% | 14.12% | -4.99% | 9.64% |
MIGFX MFS Massachusetts Investors Growth Stock Fund | -11.94% | 9.97% | 27.25% | 24.13% | -19.20% | 26.06% | 22.55% | 39.89% | 0.81% | 28.68% |
Returns By Period
In the year-to-date period, MEDIX achieves a -2.03% return, which is significantly higher than MIGFX's -11.94% return. Over the past 10 years, MEDIX has underperformed MIGFX with an annualized return of 3.49%, while MIGFX has yielded a comparatively higher 13.37% annualized return.
MEDIX
- 1D
- -0.16%
- 1M
- -4.12%
- YTD
- -2.03%
- 6M
- 1.30%
- 1Y
- 8.04%
- 3Y*
- 7.84%
- 5Y*
- 1.78%
- 10Y*
- 3.49%
MIGFX
- 1D
- -0.22%
- 1M
- -9.05%
- YTD
- -11.94%
- 6M
- -10.77%
- 1Y
- 2.07%
- 3Y*
- 12.38%
- 5Y*
- 8.52%
- 10Y*
- 13.37%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MEDIX vs. MIGFX - Expense Ratio Comparison
MEDIX has a 0.81% expense ratio, which is higher than MIGFX's 0.70% expense ratio.
Return for Risk
MEDIX vs. MIGFX — Risk / Return Rank
MEDIX
MIGFX
MEDIX vs. MIGFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Emerging Markets Debt Fund (MEDIX) 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.
| MEDIX | MIGFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.92 | 0.14 | +1.78 |
Sortino ratioReturn per unit of downside risk | 2.64 | 0.33 | +2.30 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.05 | +0.35 |
Calmar ratioReturn relative to maximum drawdown | 2.09 | 0.04 | +2.05 |
Martin ratioReturn relative to average drawdown | 8.43 | 0.14 | +8.29 |
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
| MEDIX | MIGFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.92 | 0.14 | +1.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.49 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.74 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.96 | 0.38 | +0.58 |
Correlation
The correlation between MEDIX and MIGFX is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
MEDIX vs. MIGFX - Dividend Comparison
MEDIX's dividend yield for the trailing twelve months is around 4.80%, less than MIGFX's 12.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MEDIX MFS Emerging Markets Debt Fund | 4.80% | 5.22% | 5.68% | 4.90% | 5.51% | 4.33% | 4.07% | 4.59% | 4.87% | 4.46% | 4.86% | 5.25% |
MIGFX MFS Massachusetts Investors Growth Stock Fund | 12.93% | 11.39% | 17.15% | 4.11% | 4.49% | 10.47% | 7.43% | 7.39% | 10.76% | 6.87% | 5.12% | 6.51% |
Drawdowns
MEDIX vs. MIGFX - Drawdown Comparison
The maximum MEDIX drawdown since its inception was -35.31%, smaller than the maximum MIGFX drawdown of -61.83%. Use the drawdown chart below to compare losses from any high point for MEDIX and MIGFX.
Loading graphics...
Drawdown Indicators
| MEDIX | MIGFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.31% | -61.83% | +26.52% |
Max Drawdown (1Y)Largest decline over 1 year | -4.12% | -13.77% | +9.65% |
Max Drawdown (5Y)Largest decline over 5 years | -27.40% | -26.67% | -0.73% |
Max Drawdown (10Y)Largest decline over 10 years | -27.40% | -32.42% | +5.02% |
Current DrawdownCurrent decline from peak | -4.12% | -13.77% | +9.65% |
Average DrawdownAverage peak-to-trough decline | -4.46% | -19.00% | +14.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | 3.77% | -2.75% |
Volatility
MEDIX vs. MIGFX - Volatility Comparison
The current volatility for MFS Emerging Markets Debt Fund (MEDIX) is 1.49%, while MFS Massachusetts Investors Growth Stock Fund (MIGFX) has a volatility of 4.36%. This indicates that MEDIX 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.
Loading graphics...
Volatility by Period
| MEDIX | MIGFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.49% | 4.36% | -2.87% |
Volatility (6M)Calculated over the trailing 6-month period | 2.60% | 9.37% | -6.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.47% | 17.64% | -13.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.83% | 17.45% | -11.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.84% | 18.16% | -12.32% |