MFEGX vs. AMRGX
Compare and contrast key facts about MFS Growth Fund Class A (MFEGX) and American Growth Fund Series One (AMRGX).
MFEGX is a passively managed fund by MFS that tracks the performance of the Russell 1000® Growth Index. It was launched on Dec 29, 1986. AMRGX is managed by American Growth. It was launched on Jul 31, 1958.
Performance
MFEGX vs. AMRGX - Performance Comparison
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MFEGX vs. AMRGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MFEGX MFS Growth Fund Class A | -13.67% | 12.06% | 51.46% | 35.81% | -31.31% | 23.28% | 36.29% | 37.35% | 2.04% | 30.52% |
AMRGX American Growth Fund Series One | -1.31% | 11.18% | 16.61% | 24.38% | -19.93% | 15.64% | 18.65% | 36.73% | -9.07% | 13.37% |
Returns By Period
In the year-to-date period, MFEGX achieves a -13.67% return, which is significantly lower than AMRGX's -1.31% return. Over the past 10 years, MFEGX has outperformed AMRGX with an annualized return of 15.75%, while AMRGX has yielded a comparatively lower 10.41% annualized return.
MFEGX
- 1D
- -0.58%
- 1M
- -9.08%
- YTD
- -13.67%
- 6M
- -14.32%
- 1Y
- 6.27%
- 3Y*
- 21.61%
- 5Y*
- 10.93%
- 10Y*
- 15.75%
AMRGX
- 1D
- -1.60%
- 1M
- -10.92%
- YTD
- -1.31%
- 6M
- 7.51%
- 1Y
- 16.26%
- 3Y*
- 14.01%
- 5Y*
- 7.34%
- 10Y*
- 10.41%
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MFEGX vs. AMRGX - Expense Ratio Comparison
MFEGX has a 0.83% expense ratio, which is lower than AMRGX's 4.07% expense ratio.
Return for Risk
MFEGX vs. AMRGX — Risk / Return Rank
MFEGX
AMRGX
MFEGX vs. AMRGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth Fund Class A (MFEGX) and American Growth Fund Series One (AMRGX). 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.
| MFEGX | AMRGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 0.62 | -0.33 |
Sortino ratioReturn per unit of downside risk | 0.57 | 1.12 | -0.55 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.19 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.20 | 0.99 | -0.79 |
Martin ratioReturn relative to average drawdown | 0.68 | 2.37 | -1.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MFEGX | AMRGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.62 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.34 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.49 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.10 | +0.37 |
Correlation
The correlation between MFEGX and AMRGX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MFEGX vs. AMRGX - Dividend Comparison
MFEGX's dividend yield for the trailing twelve months is around 19.55%, more than AMRGX's 18.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFEGX MFS Growth Fund Class A | 19.55% | 16.88% | 28.04% | 5.30% | 1.14% | 2.98% | 7.45% | 1.68% | 3.96% | 2.65% | 1.68% | 3.84% |
AMRGX American Growth Fund Series One | 18.06% | 17.82% | 12.39% | 8.17% | 7.77% | 12.21% | 2.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MFEGX vs. AMRGX - Drawdown Comparison
The maximum MFEGX drawdown since its inception was -72.42%, smaller than the maximum AMRGX drawdown of -80.32%. Use the drawdown chart below to compare losses from any high point for MFEGX and AMRGX.
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Drawdown Indicators
| MFEGX | AMRGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.42% | -80.32% | +7.90% |
Max Drawdown (1Y)Largest decline over 1 year | -17.39% | -13.98% | -3.41% |
Max Drawdown (5Y)Largest decline over 5 years | -36.27% | -35.42% | -0.85% |
Max Drawdown (10Y)Largest decline over 10 years | -36.27% | -35.42% | -0.85% |
Current DrawdownCurrent decline from peak | -17.39% | -13.98% | -3.41% |
Average DrawdownAverage peak-to-trough decline | -22.32% | -40.45% | +18.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.09% | 5.82% | -0.73% |
Volatility
MFEGX vs. AMRGX - Volatility Comparison
The current volatility for MFS Growth Fund Class A (MFEGX) is 5.57%, while American Growth Fund Series One (AMRGX) has a volatility of 6.18%. This indicates that MFEGX experiences smaller price fluctuations and is considered to be less risky than AMRGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MFEGX | AMRGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.57% | 6.18% | -0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 12.05% | 23.49% | -11.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.57% | 28.26% | -6.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.08% | 21.84% | +0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.27% | 21.30% | -0.03% |