MFEGX vs. ANFFX
Compare and contrast key facts about MFS Growth Fund Class A (MFEGX) and American Funds The New Economy Fund Class F-1 (ANFFX).
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. ANFFX is an actively managed fund by American Funds. It was launched on Mar 15, 2001.
Performance
MFEGX vs. ANFFX - Performance Comparison
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MFEGX vs. ANFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MFEGX MFS Growth Fund Class A | -10.37% | 12.06% | 51.46% | 35.81% | -31.31% | 23.28% | 36.29% | 37.35% | 2.04% | 30.52% |
ANFFX American Funds The New Economy Fund Class F-1 | -5.56% | 30.96% | 23.52% | 29.10% | -29.69% | 11.98% | 33.43% | 26.38% | -4.41% | 34.27% |
Returns By Period
In the year-to-date period, MFEGX achieves a -10.37% return, which is significantly lower than ANFFX's -5.56% return. Over the past 10 years, MFEGX has outperformed ANFFX with an annualized return of 16.19%, while ANFFX has yielded a comparatively lower 13.45% annualized return.
MFEGX
- 1D
- 3.82%
- 1M
- -5.76%
- YTD
- -10.37%
- 6M
- -11.07%
- 1Y
- 9.34%
- 3Y*
- 23.14%
- 5Y*
- 11.31%
- 10Y*
- 16.19%
ANFFX
- 1D
- 3.22%
- 1M
- -8.17%
- YTD
- -5.56%
- 6M
- 1.11%
- 1Y
- 30.60%
- 3Y*
- 21.49%
- 5Y*
- 8.66%
- 10Y*
- 13.45%
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MFEGX vs. ANFFX - Expense Ratio Comparison
MFEGX has a 0.83% expense ratio, which is higher than ANFFX's 0.78% expense ratio.
Return for Risk
MFEGX vs. ANFFX — Risk / Return Rank
MFEGX
ANFFX
MFEGX vs. ANFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth Fund Class A (MFEGX) and American Funds The New Economy Fund Class F-1 (ANFFX). 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 | ANFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 1.51 | -1.04 |
Sortino ratioReturn per unit of downside risk | 0.83 | 2.16 | -1.32 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.30 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 2.30 | -1.71 |
Martin ratioReturn relative to average drawdown | 2.00 | 9.72 | -7.72 |
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 | ANFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 1.51 | -1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.45 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.71 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.48 | -0.01 |
Correlation
The correlation between MFEGX and ANFFX is 0.92, 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. ANFFX - Dividend Comparison
MFEGX's dividend yield for the trailing twelve months is around 18.83%, more than ANFFX's 10.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFEGX MFS Growth Fund Class A | 18.83% | 16.88% | 28.04% | 5.30% | 1.14% | 2.98% | 7.45% | 1.68% | 3.96% | 2.65% | 1.68% | 3.84% |
ANFFX American Funds The New Economy Fund Class F-1 | 10.48% | 9.90% | 9.56% | 3.89% | 0.00% | 7.53% | 2.45% | 7.26% | 9.84% | 8.19% | 2.13% | 6.07% |
Drawdowns
MFEGX vs. ANFFX - Drawdown Comparison
The maximum MFEGX drawdown since its inception was -72.42%, which is greater than ANFFX's maximum drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for MFEGX and ANFFX.
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Drawdown Indicators
| MFEGX | ANFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.42% | -55.37% | -17.05% |
Max Drawdown (1Y)Largest decline over 1 year | -17.39% | -13.36% | -4.03% |
Max Drawdown (5Y)Largest decline over 5 years | -36.27% | -37.10% | +0.83% |
Max Drawdown (10Y)Largest decline over 10 years | -36.27% | -37.10% | +0.83% |
Current DrawdownCurrent decline from peak | -14.23% | -10.56% | -3.67% |
Average DrawdownAverage peak-to-trough decline | -22.32% | -11.43% | -10.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.17% | 3.16% | +2.01% |
Volatility
MFEGX vs. ANFFX - Volatility Comparison
The current volatility for MFS Growth Fund Class A (MFEGX) is 6.97%, while American Funds The New Economy Fund Class F-1 (ANFFX) has a volatility of 7.51%. This indicates that MFEGX experiences smaller price fluctuations and is considered to be less risky than ANFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MFEGX | ANFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.97% | 7.51% | -0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 12.64% | 13.55% | -0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.85% | 20.86% | +0.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.14% | 19.21% | +2.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.30% | 18.99% | +2.31% |