MEGBX vs. PBCKX

In the year-to-date period, MEGBX achieves a 2.95% return, which is significantly higher than PBCKX's 2.05% return. Over the past 10 years, MEGBX has underperformed PBCKX with an annualized return of 8.75%, while PBCKX has yielded a comparatively higher 12.28% annualized return.

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MEGBX has a 1.59% expense ratio, which is higher than PBCKX's 0.66% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Growth Fund (MEGBX) and Principal Blue Chip Fund (PBCKX). 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 0.46, which is lower than the PBCKX Sharpe Ratio of 1.30. The chart below compares the historical Sharpe Ratios of MEGBX and PBCKX, 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 has not paid dividends to shareholders, while PBCKX's dividend yield for the trailing twelve months is around 0.02%.

The maximum MEGBX drawdown since its inception was -72.59%, which is greater than PBCKX's maximum drawdown of -41.86%. Use the drawdown chart below to compare losses from any high point for MEGBX and PBCKX. For additional features, visit the drawdowns tool.

MFS Growth Fund (MEGBX) has a higher volatility of 19.20% compared to Principal Blue Chip Fund (PBCKX) at 5.44%. This indicates that MEGBX's price experiences larger fluctuations and is considered to be riskier than PBCKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.