MEGBX vs. SEEGX
Compare and contrast key facts about MFS Growth Fund (MEGBX) and JPMorgan Large Cap Growth Fund (SEEGX).
MEGBX is managed by MFS. It was launched on Dec 29, 1986. SEEGX is managed by JPMorgan Chase. It was launched on Feb 28, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MEGBX or SEEGX.
Correlation
The correlation between MEGBX and SEEGX is 0.89, 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. SEEGX - Performance Comparison
Key characteristics
MEGBX:
0.46
SEEGX:
1.79
MEGBX:
0.67
SEEGX:
2.36
MEGBX:
1.13
SEEGX:
1.33
MEGBX:
0.55
SEEGX:
2.16
MEGBX:
1.75
SEEGX:
9.52
MEGBX:
6.40%
SEEGX:
3.57%
MEGBX:
24.40%
SEEGX:
19.03%
MEGBX:
-72.59%
SEEGX:
-64.32%
MEGBX:
-17.61%
SEEGX:
-2.64%
Returns By Period
In the year-to-date period, MEGBX achieves a 2.95% return, which is significantly higher than SEEGX's 2.12% return. Both investments have delivered pretty close results over the past 10 years, with MEGBX having a 8.75% annualized return and SEEGX not far ahead at 9.14%.
MEGBX
2.95%
2.48%
-7.19%
9.70%
5.63%
8.75%
SEEGX
2.12%
1.85%
11.35%
32.46%
13.76%
9.14%
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MEGBX vs. SEEGX - Expense Ratio Comparison
MEGBX has a 1.59% expense ratio, which is higher than SEEGX's 0.69% expense ratio.
Risk-Adjusted Performance
MEGBX vs. SEEGX — Risk-Adjusted Performance Rank
MEGBX
SEEGX
MEGBX vs. SEEGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth Fund (MEGBX) and JPMorgan Large Cap Growth Fund (SEEGX). 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. SEEGX - Dividend Comparison
Neither MEGBX nor SEEGX has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MEGBX MFS Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.28% | 4.83% |
SEEGX JPMorgan Large Cap Growth Fund | 0.00% | 0.00% | 0.12% | 0.40% | 0.00% | 0.05% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MEGBX vs. SEEGX - Drawdown Comparison
The maximum MEGBX drawdown since its inception was -72.59%, which is greater than SEEGX's maximum drawdown of -64.32%. Use the drawdown chart below to compare losses from any high point for MEGBX and SEEGX. For additional features, visit the drawdowns tool.
Volatility
MEGBX vs. SEEGX - Volatility Comparison
MFS Growth Fund (MEGBX) has a higher volatility of 19.20% compared to JPMorgan Large Cap Growth Fund (SEEGX) at 6.29%. This indicates that MEGBX's price experiences larger fluctuations and is considered to be riskier than SEEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.