MEGBX vs. GWPAX
Compare and contrast key facts about MFS Growth Fund (MEGBX) and American Funds Growth Portfolio Class A (GWPAX).
MEGBX is managed by MFS. It was launched on Dec 29, 1986. GWPAX is managed by American Funds. It was launched on May 18, 2012.
Performance
MEGBX vs. GWPAX - Performance Comparison
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MEGBX vs. GWPAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MEGBX MFS Growth Fund | -9.77% | 11.25% | 61.25% | 34.81% | -31.83% | 22.34% | 30.36% | 36.33% | 1.21% | 29.54% |
GWPAX American Funds Growth Portfolio Class A | -4.53% | 20.47% | 20.17% | 28.76% | -26.97% | 18.59% | 25.34% | 27.19% | -6.59% | 25.12% |
Returns By Period
In the year-to-date period, MEGBX achieves a -9.77% return, which is significantly lower than GWPAX's -4.53% return. Over the past 10 years, MEGBX has outperformed GWPAX with an annualized return of 15.79%, while GWPAX has yielded a comparatively lower 12.00% annualized return.
MEGBX
- 1D
- 0.86%
- 1M
- -4.03%
- YTD
- -9.77%
- 6M
- -10.71%
- 1Y
- 8.62%
- 3Y*
- 25.47%
- 5Y*
- 12.24%
- 10Y*
- 15.79%
GWPAX
- 1D
- 1.17%
- 1M
- -4.03%
- YTD
- -4.53%
- 6M
- -2.52%
- 1Y
- 19.48%
- 3Y*
- 17.76%
- 5Y*
- 7.90%
- 10Y*
- 12.00%
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MEGBX vs. GWPAX - Expense Ratio Comparison
MEGBX has a 1.59% expense ratio, which is higher than GWPAX's 0.73% expense ratio.
Return for Risk
MEGBX vs. GWPAX — Risk / Return Rank
MEGBX
GWPAX
MEGBX vs. GWPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth Fund (MEGBX) and American Funds Growth Portfolio Class A (GWPAX). 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 | GWPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 1.09 | -0.65 |
Sortino ratioReturn per unit of downside risk | 0.78 | 1.65 | -0.87 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 1.80 | -1.21 |
Martin ratioReturn relative to average drawdown | 1.96 | 7.18 | -5.22 |
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 | GWPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 1.09 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.44 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.67 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.69 | -0.19 |
Correlation
The correlation between MEGBX and GWPAX is 0.91, 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. GWPAX - Dividend Comparison
MEGBX's dividend yield for the trailing twelve months is around 29.48%, more than GWPAX's 6.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MEGBX MFS Growth Fund | 29.48% | 26.60% | 40.46% | 7.21% | 1.51% | 3.91% | 4.94% | 2.13% | 4.95% | 3.26% | 2.03% | 4.61% |
GWPAX American Funds Growth Portfolio Class A | 6.02% | 5.75% | 5.83% | 1.61% | 9.94% | 3.42% | 3.42% | 5.77% | 6.19% | 3.39% | 4.36% | 4.84% |
Drawdowns
MEGBX vs. GWPAX - Drawdown Comparison
The maximum MEGBX drawdown since its inception was -72.95%, which is greater than GWPAX's maximum drawdown of -34.15%. Use the drawdown chart below to compare losses from any high point for MEGBX and GWPAX.
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Drawdown Indicators
| MEGBX | GWPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.95% | -34.15% | -38.80% |
Max Drawdown (1Y)Largest decline over 1 year | -17.64% | -11.78% | -5.86% |
Max Drawdown (5Y)Largest decline over 5 years | -36.73% | -34.15% | -2.58% |
Max Drawdown (10Y)Largest decline over 10 years | -36.73% | -34.15% | -2.58% |
Current DrawdownCurrent decline from peak | -13.76% | -7.74% | -6.02% |
Average DrawdownAverage peak-to-trough decline | -21.83% | -5.77% | -16.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.34% | 2.96% | +2.38% |
Volatility
MEGBX vs. GWPAX - Volatility Comparison
MFS Growth Fund (MEGBX) has a higher volatility of 7.02% compared to American Funds Growth Portfolio Class A (GWPAX) at 6.56%. This indicates that MEGBX's price experiences larger fluctuations and is considered to be riskier than GWPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MEGBX | GWPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.02% | 6.56% | +0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 12.67% | 11.34% | +1.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.86% | 18.91% | +2.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.50% | 18.17% | +5.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.99% | 17.95% | +4.04% |