MEGBX vs. LGLIX

In the year-to-date period, MEGBX achieves a 0.01% return, which is significantly higher than LGLIX's -0.08% return. Over the past 10 years, MEGBX has underperformed LGLIX with an annualized return of 13.45%, while LGLIX has yielded a comparatively higher 15.16% annualized return.

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MEGBX has a 1.59% expense ratio, which is higher than LGLIX's 0.64% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Growth Fund (MEGBX) and Lord Abbett Growth Leaders Fund (LGLIX). 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.

The current MEGBX Sharpe Ratio is 0.45, which is lower than the LGLIX Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of MEGBX and LGLIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MEGBX's dividend yield for the trailing twelve months is around 20.30%, while LGLIX has not paid dividends to shareholders.

The maximum MEGBX drawdown since its inception was -72.59%, which is greater than LGLIX's maximum drawdown of -45.95%. Use the drawdown chart below to compare losses from any high point for MEGBX and LGLIX.

The current volatility for MFS Growth Fund (MEGBX) is 5.10%, while Lord Abbett Growth Leaders Fund (LGLIX) has a volatility of 5.95%. This indicates that MEGBX experiences smaller price fluctuations and is considered to be less risky than LGLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.