Correlation
The correlation between MEGBX and POGAX is 0.90, 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.
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.
Performance
MEGBX vs. POGAX - Performance Comparison
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Key characteristics
MEGBX:
0.45
POGAX:
0.59
MEGBX:
0.65
POGAX:
0.86
MEGBX:
1.09
POGAX:
1.12
MEGBX:
0.36
POGAX:
0.53
MEGBX:
1.13
POGAX:
1.70
MEGBX:
7.48%
POGAX:
7.44%
MEGBX:
24.35%
POGAX:
25.63%
MEGBX:
-72.59%
POGAX:
-76.55%
MEGBX:
-5.90%
POGAX:
-5.82%
Returns By Period
In the year-to-date period, MEGBX achieves a 0.01% return, which is significantly higher than POGAX's -1.64% return. Over the past 10 years, MEGBX has underperformed POGAX with an annualized return of 13.45%, while POGAX has yielded a comparatively higher 15.51% annualized return.
MEGBX
0.01%
6.78%
-0.81%
10.89%
16.34%
12.55%
13.45%
POGAX
-1.64%
6.63%
-0.23%
14.93%
19.60%
15.34%
15.51%
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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 Rank
MEGBX
POGAX
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.
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Dividends
MEGBX vs. POGAX - Dividend Comparison
MEGBX's dividend yield for the trailing twelve months is around 20.30%, more than POGAX's 4.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MEGBX MFS Growth Fund | 20.30% | 20.31% | 7.21% | 1.51% | 3.91% | 4.94% | 2.13% | 5.40% | 3.26% | 2.03% | 4.61% | 4.83% |
POGAX Putnam Growth Opportunities Fund | 4.66% | 4.58% | 0.49% | 7.80% | 9.08% | 3.29% | 3.83% | 7.98% | 1.89% | 0.01% | 5.70% | 15.53% |
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.
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Volatility
MEGBX vs. POGAX - Volatility Comparison
The current volatility for MFS Growth Fund (MEGBX) is 5.10%, while Putnam Growth Opportunities Fund (POGAX) has a volatility of 5.54%. This indicates that MEGBX experiences smaller price fluctuations and is considered to be less risky than POGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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