MEGBX vs. POGAX

In the year-to-date period, MEGBX achieves a 10.77% return, which is significantly lower than POGAX's 34.85% return. Over the past 10 years, MEGBX has underperformed POGAX with an annualized return of 8.30%, while POGAX has yielded a comparatively higher 12.54% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

MEGBX has a 1.59% expense ratio, which is higher than POGAX's 0.99% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Growth Fund (MEGBX) and Putnam Growth Opportunities Fund (POGAX). 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 0.51, which is lower than the POGAX Sharpe Ratio of 2.02. The chart below compares the historical Sharpe Ratios of MEGBX and POGAX, 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 POGAX's dividend yield for the trailing twelve months is around 4.53%.

The maximum MEGBX drawdown since its inception was -72.59%, smaller than the maximum POGAX drawdown of -76.55%. Use the drawdown chart below to compare losses from any high point for MEGBX and POGAX. For additional features, visit the drawdowns tool.

MFS Growth Fund (MEGBX) has a higher volatility of 19.04% compared to Putnam Growth Opportunities Fund (POGAX) at 5.22%. This indicates that MEGBX's price experiences larger fluctuations and is considered to be riskier than POGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.