MEIKX vs. RGAGX

In the year-to-date period, MEIKX achieves a 4.54% return, which is significantly higher than RGAGX's 4.14% return. Over the past 10 years, MEIKX has outperformed RGAGX with an annualized return of 9.17%, while RGAGX has yielded a comparatively lower 6.33% annualized return.

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MEIKX has a 0.43% expense ratio, which is higher than RGAGX's 0.30% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Value Fund (MEIKX) and American Funds The Growth Fund of America Class R-6 (RGAGX). 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 MEIKX Sharpe Ratio is 0.57, which is higher than the RGAGX Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of MEIKX and RGAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MEIKX's dividend yield for the trailing twelve months is around 9.17%, more than RGAGX's 8.92% yield.

The maximum MEIKX drawdown since its inception was -36.68%, smaller than the maximum RGAGX drawdown of -41.74%. Use the drawdown chart below to compare losses from any high point for MEIKX and RGAGX.

The current volatility for MFS Value Fund (MEIKX) is 4.05%, while American Funds The Growth Fund of America Class R-6 (RGAGX) has a volatility of 5.47%. This indicates that MEIKX experiences smaller price fluctuations and is considered to be less risky than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.