MEGBX vs. POGAX
Compare and contrast key facts about MFS Growth Fund (MEGBX) and Putnam Growth Opportunities Fund (POGAX).
MEGBX is managed by MFS. It was launched on Dec 29, 1986. POGAX is managed by Putnam. It was launched on Oct 2, 1995.
Performance
MEGBX vs. POGAX - Performance Comparison
Loading graphics...
MEGBX vs. POGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MEGBX MFS Growth Fund | -13.83% | 11.25% | 61.25% | 34.81% | -31.83% | 22.34% | 30.36% | 36.33% | 1.21% | 29.54% |
POGAX Putnam Growth Opportunities Fund | -12.94% | 14.28% | 33.22% | 44.22% | -30.43% | 22.64% | 38.44% | 36.44% | 2.29% | 30.97% |
Returns By Period
In the year-to-date period, MEGBX achieves a -13.83% return, which is significantly lower than POGAX's -12.94% return. Over the past 10 years, MEGBX has underperformed POGAX with an annualized return of 15.26%, while POGAX has yielded a comparatively higher 16.09% annualized return.
MEGBX
- 1D
- -0.58%
- 1M
- -9.14%
- YTD
- -13.83%
- 6M
- -14.63%
- 1Y
- 5.49%
- 3Y*
- 23.56%
- 5Y*
- 11.66%
- 10Y*
- 15.26%
POGAX
- 1D
- -0.55%
- 1M
- -9.00%
- YTD
- -12.94%
- 6M
- -12.36%
- 1Y
- 11.50%
- 3Y*
- 18.78%
- 5Y*
- 10.34%
- 10Y*
- 16.09%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MEGBX vs. POGAX - Expense Ratio Comparison
MEGBX has a 1.59% expense ratio, which is higher than POGAX's 0.99% expense ratio.
Return for Risk
MEGBX vs. POGAX — Risk / Return Rank
MEGBX
POGAX
MEGBX vs. POGAX - Risk-Adjusted Trends Comparison
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.
| MEGBX | POGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.26 | 0.52 | -0.27 |
Sortino ratioReturn per unit of downside risk | 0.52 | 0.91 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.13 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.15 | 0.52 | -0.37 |
Martin ratioReturn relative to average drawdown | 0.52 | 1.82 | -1.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MEGBX | POGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.26 | 0.52 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.48 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.76 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.41 | +0.08 |
Correlation
The correlation between MEGBX and POGAX is 0.94, 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. POGAX - Dividend Comparison
MEGBX's dividend yield for the trailing twelve months is around 30.87%, more than POGAX's 6.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MEGBX MFS Growth Fund | 30.87% | 26.60% | 40.46% | 7.21% | 1.51% | 3.91% | 4.94% | 2.13% | 4.95% | 3.26% | 2.03% | 4.61% |
POGAX Putnam Growth Opportunities Fund | 6.53% | 5.68% | 4.58% | 0.49% | 7.80% | 9.08% | 3.29% | 3.83% | 7.98% | 1.89% | 0.01% | 5.70% |
Drawdowns
MEGBX vs. POGAX - Drawdown Comparison
The maximum MEGBX drawdown since its inception was -72.95%, roughly equal to the maximum POGAX drawdown of -76.55%. Use the drawdown chart below to compare losses from any high point for MEGBX and POGAX.
Loading graphics...
Drawdown Indicators
| MEGBX | POGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.95% | -76.55% | +3.60% |
Max Drawdown (1Y)Largest decline over 1 year | -17.64% | -16.42% | -1.22% |
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 | -17.64% | -16.42% | -1.22% |
Average DrawdownAverage peak-to-trough decline | -21.83% | -29.19% | +7.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.19% | 4.73% | +0.46% |
Volatility
MEGBX vs. POGAX - Volatility Comparison
MFS Growth Fund (MEGBX) and Putnam Growth Opportunities Fund (POGAX) have volatilities of 5.58% and 5.57%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MEGBX | POGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 5.57% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 12.05% | 12.20% | -0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.56% | 22.15% | -0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.46% | 21.62% | +1.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.96% | 21.12% | +0.84% |