MFBFX vs. MIGFX
Compare and contrast key facts about MFS Corporate Bond Fund (MFBFX) and MFS Massachusetts Investors Growth Stock Fund (MIGFX).
MFBFX is managed by MFS. It was launched on May 8, 1974. MIGFX is managed by MFS. It was launched on Jan 1, 1935.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFBFX or MIGFX.
Correlation
The correlation between MFBFX and MIGFX is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MFBFX vs. MIGFX - Performance Comparison
Key characteristics
MFBFX:
1.12
MIGFX:
-0.03
MFBFX:
1.65
MIGFX:
0.09
MFBFX:
1.20
MIGFX:
1.01
MFBFX:
0.40
MIGFX:
-0.03
MFBFX:
3.17
MIGFX:
-0.08
MFBFX:
1.96%
MIGFX:
8.30%
MFBFX:
5.55%
MIGFX:
19.44%
MFBFX:
-25.56%
MIGFX:
-61.53%
MFBFX:
-10.64%
MIGFX:
-14.96%
Returns By Period
In the year-to-date period, MFBFX achieves a 0.89% return, which is significantly higher than MIGFX's -4.46% return. Over the past 10 years, MFBFX has underperformed MIGFX with an annualized return of 1.94%, while MIGFX has yielded a comparatively higher 5.45% annualized return.
MFBFX
0.89%
-1.37%
0.75%
4.88%
-0.53%
1.94%
MIGFX
-4.46%
9.87%
-10.63%
-2.51%
6.30%
5.45%
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MFBFX vs. MIGFX - Expense Ratio Comparison
MFBFX has a 0.76% expense ratio, which is higher than MIGFX's 0.70% expense ratio.
Risk-Adjusted Performance
MFBFX vs. MIGFX — Risk-Adjusted Performance Rank
MFBFX
MIGFX
MFBFX vs. MIGFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Corporate Bond Fund (MFBFX) and MFS Massachusetts Investors Growth Stock Fund (MIGFX). 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
MFBFX vs. MIGFX - Dividend Comparison
MFBFX's dividend yield for the trailing twelve months is around 4.16%, more than MIGFX's 0.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFBFX MFS Corporate Bond Fund | 4.16% | 4.48% | 3.83% | 3.19% | 2.52% | 2.57% | 3.03% | 3.16% | 3.08% | 3.27% | 3.87% | 3.61% |
MIGFX MFS Massachusetts Investors Growth Stock Fund | 0.25% | 0.24% | 0.41% | 0.44% | 0.18% | 0.15% | 0.27% | 1.08% | 0.89% | 0.80% | 0.92% | 4.42% |
Drawdowns
MFBFX vs. MIGFX - Drawdown Comparison
The maximum MFBFX drawdown since its inception was -25.56%, smaller than the maximum MIGFX drawdown of -61.53%. Use the drawdown chart below to compare losses from any high point for MFBFX and MIGFX. For additional features, visit the drawdowns tool.
Volatility
MFBFX vs. MIGFX - Volatility Comparison
The current volatility for MFS Corporate Bond Fund (MFBFX) is 2.34%, while MFS Massachusetts Investors Growth Stock Fund (MIGFX) has a volatility of 12.96%. This indicates that MFBFX experiences smaller price fluctuations and is considered to be less risky than MIGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.