MEIKX vs. TBCIX
Compare and contrast key facts about MFS Value Fund (MEIKX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
MEIKX is managed by MFS. It was launched on May 1, 2006. 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: MEIKX or TBCIX.
Key characteristics
| MEIKX | TBCIX | |
|---|---|---|
| YTD Return | 18.11% | 36.61% |
| 1Y Return | 28.70% | 40.37% |
| 3Y Return (Ann) | 6.99% | 0.29% |
| 5Y Return (Ann) | 10.44% | 11.67% |
| Sharpe Ratio | 2.93 | 2.33 |
| Sortino Ratio | 4.13 | 3.05 |
| Omega Ratio | 1.54 | 1.42 |
| Calmar Ratio | 4.09 | 1.39 |
| Martin Ratio | 17.32 | 12.24 |
| Ulcer Index | 1.65% | 3.30% |
| Daily Std Dev | 9.74% | 17.35% |
| Max Drawdown | -36.68% | -50.64% |
| Current Drawdown | -0.56% | -0.29% |
Correlation
The correlation between MEIKX and TBCIX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MEIKX vs. TBCIX - Performance Comparison
In the year-to-date period, MEIKX achieves a 18.11% return, which is significantly lower than TBCIX's 36.61% 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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MEIKX vs. TBCIX - Expense Ratio Comparison
MEIKX has a 0.43% expense ratio, which is lower than TBCIX's 0.56% expense ratio.
Risk-Adjusted Performance
MEIKX vs. TBCIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Value Fund (MEIKX) 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
MEIKX vs. TBCIX - Dividend Comparison
MEIKX's dividend yield for the trailing twelve months is around 1.73%, while TBCIX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MEIKX MFS Value Fund | 1.73% | 1.90% | 2.10% | 1.47% | 1.71% | 2.04% | 2.23% | 1.69% | 2.12% | 6.72% | 5.53% | 4.06% |
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
MEIKX vs. TBCIX - Drawdown Comparison
The maximum MEIKX drawdown since its inception was -36.68%, smaller than the maximum TBCIX drawdown of -50.64%. Use the drawdown chart below to compare losses from any high point for MEIKX and TBCIX. For additional features, visit the drawdowns tool.
Volatility
MEIKX vs. TBCIX - Volatility Comparison
The current volatility for MFS Value Fund (MEIKX) is 3.40%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 4.90%. This indicates that MEIKX experiences smaller price fluctuations and is considered to be less risky than TBCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.