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MEIKX vs. VUG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

MEIKX vs. VUG

Last updated May 12, 2025

Compare and contrast key facts about MFS Value Fund (MEIKX) and Vanguard Growth ETF (VUG).

MEIKX is managed by MFS. It was launched on May 1, 2006. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MEIKX or VUG.

Correlation

The correlation between MEIKX and VUG is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

MEIKX vs. VUG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MFS Value Fund (MEIKX) and Vanguard Growth ETF (VUG). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

MEIKX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VUG

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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MEIKX vs. VUG - Expense Ratio Comparison

MEIKX has a 0.43% expense ratio, which is higher than VUG's 0.04% expense ratio.

MEIKX
MFS Value Fund
VUG
Vanguard Growth ETF

Risk-Adjusted Performance

MEIKX vs. VUG — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
MEIKX
The Risk-Adjusted Performance Rank of MEIKX is 2222
Overall Rank
The Sharpe Ratio Rank of MEIKX is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of MEIKX is 2222
Sortino Ratio Rank
The Omega Ratio Rank of MEIKX is 2222
Omega Ratio Rank
The Calmar Ratio Rank of MEIKX is 2222
Calmar Ratio Rank
The Martin Ratio Rank of MEIKX is 2222
Martin Ratio Rank
VUG
The Risk-Adjusted Performance Rank of VUG is 6464
Overall Rank
The Sharpe Ratio Rank of VUG is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of VUG is 6363
Sortino Ratio Rank
The Omega Ratio Rank of VUG is 6464
Omega Ratio Rank
The Calmar Ratio Rank of VUG is 6969
Calmar Ratio Rank
The Martin Ratio Rank of VUG is 6262
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

MEIKX vs. VUG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for MFS Value Fund (MEIKX) and Vanguard Growth ETF (VUG). 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.

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Dividends

MEIKX vs. VUG - Dividend Comparison

MEIKX has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.50%.

TTM20242023202220212020201920182017201620152014
MEIKX
MFS Value Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VUG
Vanguard Growth ETF		0.50%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

MEIKX vs. VUG - Drawdown Comparison

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Volatility

MEIKX vs. VUG - Volatility Comparison

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