MFEGX vs. FCGSX
Compare and contrast key facts about MFS Growth Fund Class A (MFEGX) and Fidelity Series Growth Company Fund (FCGSX).
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. FCGSX is managed by Fidelity. It was launched on Nov 7, 2013.
Performance
MFEGX vs. FCGSX - Performance Comparison
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MFEGX vs. FCGSX - 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% |
FCGSX Fidelity Series Growth Company Fund | -6.64% | 25.52% | 38.00% | 45.97% | -32.15% | 25.13% | 70.01% | 39.75% | -4.03% | 37.69% |
Returns By Period
In the year-to-date period, MFEGX achieves a -13.67% return, which is significantly lower than FCGSX's -6.64% return. Over the past 10 years, MFEGX has underperformed FCGSX with an annualized return of 15.75%, while FCGSX has yielded a comparatively higher 21.43% 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%
FCGSX
- 1D
- -1.20%
- 1M
- -8.19%
- YTD
- -6.64%
- 6M
- -2.02%
- 1Y
- 33.82%
- 3Y*
- 27.05%
- 5Y*
- 14.28%
- 10Y*
- 21.43%
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MFEGX vs. FCGSX - Expense Ratio Comparison
MFEGX has a 0.83% expense ratio, which is higher than FCGSX's 0.00% expense ratio.
Return for Risk
MFEGX vs. FCGSX — Risk / Return Rank
MFEGX
FCGSX
MFEGX vs. FCGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth Fund Class A (MFEGX) and Fidelity Series Growth Company Fund (FCGSX). 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 | FCGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 1.40 | -1.11 |
Sortino ratioReturn per unit of downside risk | 0.57 | 2.02 | -1.45 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.29 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.20 | 2.25 | -2.05 |
Martin ratioReturn relative to average drawdown | 0.68 | 10.23 | -9.55 |
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 | FCGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 1.40 | -1.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.61 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.93 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.87 | -0.40 |
Correlation
The correlation between MFEGX and FCGSX is 0.94, 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. FCGSX - Dividend Comparison
MFEGX's dividend yield for the trailing twelve months is around 19.55%, more than FCGSX's 11.22% 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% |
FCGSX Fidelity Series Growth Company Fund | 11.22% | 10.48% | 12.49% | 3.13% | 0.61% | 38.65% | 31.99% | 11.06% | 13.21% | 10.51% | 2.44% | 0.25% |
Drawdowns
MFEGX vs. FCGSX - Drawdown Comparison
The maximum MFEGX drawdown since its inception was -72.42%, which is greater than FCGSX's maximum drawdown of -38.77%. Use the drawdown chart below to compare losses from any high point for MFEGX and FCGSX.
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Drawdown Indicators
| MFEGX | FCGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.42% | -38.77% | -33.65% |
Max Drawdown (1Y)Largest decline over 1 year | -17.39% | -13.10% | -4.29% |
Max Drawdown (5Y)Largest decline over 5 years | -36.27% | -38.77% | +2.50% |
Max Drawdown (10Y)Largest decline over 10 years | -36.27% | -38.77% | +2.50% |
Current DrawdownCurrent decline from peak | -17.39% | -10.42% | -6.97% |
Average DrawdownAverage peak-to-trough decline | -22.32% | -7.05% | -15.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.09% | 2.88% | +2.21% |
Volatility
MFEGX vs. FCGSX - Volatility Comparison
The current volatility for MFS Growth Fund Class A (MFEGX) is 5.57%, while Fidelity Series Growth Company Fund (FCGSX) has a volatility of 6.66%. This indicates that MFEGX experiences smaller price fluctuations and is considered to be less risky than FCGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MFEGX | FCGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.57% | 6.66% | -1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 12.05% | 13.74% | -1.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.57% | 23.80% | -2.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.08% | 23.62% | -1.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.27% | 23.15% | -1.88% |