MEGBX vs. SEEGX

The year-to-date returns for both stocks are quite close, with MEGBX having a -4.88% return and SEEGX slightly lower at -4.90%. Both investments have delivered pretty close results over the past 10 years, with MEGBX having a 7.32% annualized return and SEEGX not far ahead at 7.60%.

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MEGBX has a 1.59% expense ratio, which is higher than SEEGX's 0.69% expense ratio.

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.

The current MEGBX Sharpe Ratio is -0.35, which is lower than the SEEGX Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of MEGBX and SEEGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither MEGBX nor SEEGX has paid dividends to shareholders.

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.

MFS Growth Fund (MEGBX) has a higher volatility of 7.87% compared to JPMorgan Large Cap Growth Fund (SEEGX) at 7.01%. 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.