MEIKX vs. TBCIX

In the year-to-date period, MEIKX achieves a 4.54% return, which is significantly higher than TBCIX's 2.20% return.

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MEIKX has a 0.43% expense ratio, which is lower than TBCIX's 0.56% expense ratio.

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.

The current MEIKX Sharpe Ratio is 0.57, which is comparable to the TBCIX Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of MEIKX and TBCIX, 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 TBCIX's 8.94% yield.

The maximum MEIKX drawdown since its inception was -36.68%, smaller than the maximum TBCIX drawdown of -43.56%. Use the drawdown chart below to compare losses from any high point for MEIKX and TBCIX.

The current volatility for MFS Value Fund (MEIKX) is 4.05%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.67%. 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.