MEGBX vs. SEEGX

In the year-to-date period, MEGBX achieves a 0.01% return, which is significantly lower than SEEGX's 0.19% return. Over the past 10 years, MEGBX has underperformed SEEGX with an annualized return of 13.45%, while SEEGX has yielded a comparatively higher 16.66% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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 0.45, which is comparable to the SEEGX Sharpe Ratio of 0.62. 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.

MEGBX's dividend yield for the trailing twelve months is around 20.30%, more than SEEGX's 1.00% yield.

The maximum MEGBX drawdown since its inception was -72.59%, which is greater than SEEGX's maximum drawdown of -63.03%. Use the drawdown chart below to compare losses from any high point for MEGBX and SEEGX.

MFS Growth Fund (MEGBX) has a higher volatility of 5.10% compared to JPMorgan Large Cap Growth Fund (SEEGX) at 4.76%. 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.