MEGBX vs. TBCIX
Compare and contrast key facts about MFS Growth Fund (MEGBX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
MEGBX is managed by MFS. It was launched on Dec 29, 1986. TBCIX is managed by T. Rowe Price.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MEGBX or TBCIX.
Key characteristics
| MEGBX | TBCIX | |
|---|---|---|
| YTD Return | 31.09% | 36.04% |
| 1Y Return | 29.53% | 39.80% |
| 3Y Return (Ann) | 1.87% | 0.15% |
| 5Y Return (Ann) | 10.92% | 11.66% |
| Sharpe Ratio | 1.78 | 2.44 |
| Sortino Ratio | 2.30 | 3.19 |
| Omega Ratio | 1.34 | 1.44 |
| Calmar Ratio | 1.43 | 1.47 |
| Martin Ratio | 8.33 | 12.90 |
| Ulcer Index | 3.84% | 3.30% |
| Daily Std Dev | 17.89% | 17.38% |
| Max Drawdown | -72.59% | -50.64% |
| Current Drawdown | 0.00% | -0.70% |
Correlation
The correlation between MEGBX and TBCIX is 0.97, 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. TBCIX - Performance Comparison
In the year-to-date period, MEGBX achieves a 31.09% return, which is significantly lower than TBCIX's 36.04% 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. TBCIX - Expense Ratio Comparison
MEGBX has a 1.59% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Risk-Adjusted Performance
MEGBX vs. TBCIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth Fund (MEGBX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX). 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. TBCIX - Dividend Comparison
Neither MEGBX nor TBCIX 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% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.32% | 0.06% | 2.64% | 0.21% | 0.00% | 0.00% | 0.00% |
Drawdowns
MEGBX vs. TBCIX - Drawdown Comparison
The maximum MEGBX drawdown since its inception was -72.59%, which is greater than TBCIX's maximum drawdown of -50.64%. Use the drawdown chart below to compare losses from any high point for MEGBX and TBCIX. For additional features, visit the drawdowns tool.
Volatility
MEGBX vs. TBCIX - Volatility Comparison
MFS Growth Fund (MEGBX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) have volatilities of 4.79% and 4.93%, 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.