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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MEGBX or POGAX.
Key characteristics
| MEGBX | POGAX | |
|---|---|---|
| YTD Return | 31.08% | 31.33% |
| 1Y Return | 31.97% | 42.87% |
| 3Y Return (Ann) | 1.87% | 3.60% |
| 5Y Return (Ann) | 11.04% | 13.40% |
| 10Y Return (Ann) | 10.37% | 12.75% |
| Sharpe Ratio | 1.73 | 2.39 |
| Sortino Ratio | 2.25 | 3.12 |
| Omega Ratio | 1.33 | 1.43 |
| Calmar Ratio | 1.39 | 1.79 |
| Martin Ratio | 8.10 | 11.93 |
| Ulcer Index | 3.84% | 3.51% |
| Daily Std Dev | 17.96% | 17.54% |
| Max Drawdown | -72.59% | -76.55% |
| Current Drawdown | 0.00% | 0.00% |
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.
Performance
MEGBX vs. POGAX - Performance Comparison
The year-to-date returns for both investments are quite close, with MEGBX having a 31.08% return and POGAX slightly higher at 31.33%. Over the past 10 years, MEGBX has underperformed POGAX with an annualized return of 10.37%, while POGAX has yielded a comparatively higher 12.75% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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MEGBX vs. POGAX - Expense Ratio Comparison
MEGBX has a 1.59% expense ratio, which is higher than POGAX's 0.99% expense ratio.
Risk-Adjusted Performance
MEGBX vs. POGAX - Risk-Adjusted Performance 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.
Dividends
MEGBX vs. POGAX - Dividend Comparison
Neither MEGBX nor POGAX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MEGBX MFS Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.28% | 4.83% | 1.78% |
POGAX Putnam Growth Opportunities Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.26% | 0.01% | 5.95% | 16.07% | 4.52% |
Drawdowns
MEGBX vs. POGAX - Drawdown Comparison
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.
Volatility
MEGBX vs. POGAX - Volatility Comparison
MFS Growth Fund (MEGBX) and Putnam Growth Opportunities Fund (POGAX) have volatilities of 4.82% and 5.01%, 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.