MEGBX vs. FUNFX
Compare and contrast key facts about MFS Growth Fund (MEGBX) and American Funds Fundamental Investors® Class F-3 (FUNFX).
MEGBX is managed by MFS. It was launched on Dec 29, 1986. FUNFX is managed by American Funds. It was launched on Aug 1, 2008.
Performance
MEGBX vs. FUNFX - Performance Comparison
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MEGBX vs. FUNFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MEGBX MFS Growth Fund | -10.54% | 11.25% | 61.25% | 34.81% | -31.83% | 22.34% | 30.36% | 36.33% | 1.21% | 24.38% |
FUNFX American Funds Fundamental Investors® Class F-3 | -3.28% | 24.57% | 23.13% | 26.25% | -16.38% | 22.81% | 15.28% | 27.47% | -7.87% | 19.59% |
Returns By Period
In the year-to-date period, MEGBX achieves a -10.54% return, which is significantly lower than FUNFX's -3.28% return.
MEGBX
- 1D
- 3.82%
- 1M
- -5.82%
- YTD
- -10.54%
- 6M
- -11.39%
- 1Y
- 8.54%
- 3Y*
- 25.12%
- 5Y*
- 12.05%
- 10Y*
- 15.70%
FUNFX
- 1D
- 2.96%
- 1M
- -7.02%
- YTD
- -3.28%
- 6M
- 0.27%
- 1Y
- 23.63%
- 3Y*
- 20.89%
- 5Y*
- 12.25%
- 10Y*
- —
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MEGBX vs. FUNFX - Expense Ratio Comparison
MEGBX has a 1.59% expense ratio, which is higher than FUNFX's 0.28% expense ratio.
Return for Risk
MEGBX vs. FUNFX — Risk / Return Rank
MEGBX
FUNFX
MEGBX vs. FUNFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth Fund (MEGBX) and American Funds Fundamental Investors® Class F-3 (FUNFX). 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.
| MEGBX | FUNFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 1.35 | -0.91 |
Sortino ratioReturn per unit of downside risk | 0.78 | 2.02 | -1.24 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.28 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.54 | 2.16 | -1.62 |
Martin ratioReturn relative to average drawdown | 1.81 | 9.52 | -7.72 |
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
| MEGBX | FUNFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 1.35 | -0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.74 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.73 | -0.24 |
Correlation
The correlation between MEGBX and FUNFX is 0.89, 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
MEGBX vs. FUNFX - Dividend Comparison
MEGBX's dividend yield for the trailing twelve months is around 29.73%, more than FUNFX's 9.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MEGBX MFS Growth Fund | 29.73% | 26.60% | 40.46% | 7.21% | 1.51% | 3.91% | 4.94% | 2.13% | 4.95% | 3.26% | 2.03% | 4.61% |
FUNFX American Funds Fundamental Investors® Class F-3 | 9.16% | 8.83% | 9.21% | 6.10% | 5.33% | 11.29% | 2.90% | 7.21% | 9.65% | 7.57% | 0.00% | 0.00% |
Drawdowns
MEGBX vs. FUNFX - Drawdown Comparison
The maximum MEGBX drawdown since its inception was -72.95%, which is greater than FUNFX's maximum drawdown of -33.92%. Use the drawdown chart below to compare losses from any high point for MEGBX and FUNFX.
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Drawdown Indicators
| MEGBX | FUNFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.95% | -33.92% | -39.03% |
Max Drawdown (1Y)Largest decline over 1 year | -17.64% | -11.36% | -6.28% |
Max Drawdown (5Y)Largest decline over 5 years | -36.73% | -24.88% | -11.85% |
Max Drawdown (10Y)Largest decline over 10 years | -36.73% | — | — |
Current DrawdownCurrent decline from peak | -14.49% | -7.97% | -6.52% |
Average DrawdownAverage peak-to-trough decline | -21.83% | -4.78% | -17.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.27% | 2.58% | +2.69% |
Volatility
MEGBX vs. FUNFX - Volatility Comparison
MFS Growth Fund (MEGBX) has a higher volatility of 6.98% compared to American Funds Fundamental Investors® Class F-3 (FUNFX) at 6.04%. This indicates that MEGBX's price experiences larger fluctuations and is considered to be riskier than FUNFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MEGBX | FUNFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.98% | 6.04% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 12.65% | 11.03% | +1.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.85% | 18.14% | +3.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.52% | 16.72% | +6.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.99% | 18.17% | +3.82% |