MFEGX vs. EFCNX
Compare and contrast key facts about MFS Growth Fund Class A (MFEGX) and Emerald Insights Fund (EFCNX).
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. EFCNX is managed by Emerald. It was launched on Aug 1, 2014.
Performance
MFEGX vs. EFCNX - Performance Comparison
Loading graphics...
MFEGX vs. EFCNX - 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% |
EFCNX Emerald Insights Fund | 0.00% | 28.71% | 25.88% | 40.82% | -31.09% | 22.95% | 49.60% | 36.32% | -9.88% | 22.52% |
Returns By Period
Both investments have delivered pretty close results over the past 10 years, with MFEGX having a 16.19% annualized return and EFCNX not far ahead at 16.72%.
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%
EFCNX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 45.34%
- 3Y*
- 25.53%
- 5Y*
- 11.21%
- 10Y*
- 16.72%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MFEGX vs. EFCNX - Expense Ratio Comparison
MFEGX has a 0.83% expense ratio, which is lower than EFCNX's 1.40% expense ratio.
Return for Risk
MFEGX vs. EFCNX — Risk / Return Rank
MFEGX
EFCNX
MFEGX vs. EFCNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth Fund Class A (MFEGX) and Emerald Insights Fund (EFCNX). 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 | EFCNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 2.43 | -1.96 |
Sortino ratioReturn per unit of downside risk | 0.83 | 3.41 | -2.58 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.84 | -0.73 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 0.87 | -0.27 |
Martin ratioReturn relative to average drawdown | 2.00 | 3.10 | -1.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MFEGX | EFCNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 2.43 | -1.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.50 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.74 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.63 | -0.16 |
Correlation
The correlation between MFEGX and EFCNX is 0.86, 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. EFCNX - Dividend Comparison
MFEGX's dividend yield for the trailing twelve months is around 18.83%, more than EFCNX's 8.50% 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% |
EFCNX Emerald Insights Fund | 8.50% | 8.50% | 1.27% | 0.00% | 5.41% | 15.80% | 9.41% | 0.04% | 27.51% | 0.00% | 0.00% | 0.00% |
Drawdowns
MFEGX vs. EFCNX - Drawdown Comparison
The maximum MFEGX drawdown since its inception was -72.42%, which is greater than EFCNX's maximum drawdown of -38.34%. Use the drawdown chart below to compare losses from any high point for MFEGX and EFCNX.
Loading graphics...
Drawdown Indicators
| MFEGX | EFCNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.42% | -38.34% | -34.08% |
Max Drawdown (1Y)Largest decline over 1 year | -17.39% | -14.32% | -3.07% |
Max Drawdown (5Y)Largest decline over 5 years | -36.27% | -38.34% | +2.07% |
Max Drawdown (10Y)Largest decline over 10 years | -36.27% | -38.34% | +2.07% |
Current DrawdownCurrent decline from peak | -14.23% | 0.00% | -14.23% |
Average DrawdownAverage peak-to-trough decline | -22.32% | -8.74% | -13.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.17% | 7.45% | -2.28% |
Volatility
MFEGX vs. EFCNX - Volatility Comparison
MFS Growth Fund Class A (MFEGX) has a higher volatility of 6.97% compared to Emerald Insights Fund (EFCNX) at 0.00%. This indicates that MFEGX's price experiences larger fluctuations and is considered to be riskier than EFCNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MFEGX | EFCNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.97% | 0.00% | +6.97% |
Volatility (6M)Calculated over the trailing 6-month period | 12.64% | 5.20% | +7.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.85% | 22.14% | -0.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.14% | 23.15% | -1.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.30% | 22.85% | -1.55% |