MFEGX vs. MEIFX
Compare and contrast key facts about MFS Growth Fund Class A (MFEGX) and Meridian Enhanced Equity Fund (MEIFX).
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. MEIFX is managed by Meridian. It was launched on Jan 31, 2005.
Performance
MFEGX vs. MEIFX - Performance Comparison
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MFEGX vs. MEIFX - 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% |
MEIFX Meridian Enhanced Equity Fund | -1.60% | 6.51% | 13.19% | 18.96% | -16.43% | 15.15% | 26.18% | 44.95% | -0.51% | 27.94% |
Returns By Period
In the year-to-date period, MFEGX achieves a -13.67% return, which is significantly lower than MEIFX's -1.60% return. Over the past 10 years, MFEGX has outperformed MEIFX with an annualized return of 15.75%, while MEIFX has yielded a comparatively lower 13.78% 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%
MEIFX
- 1D
- 0.08%
- 1M
- -3.16%
- YTD
- -1.60%
- 6M
- -1.55%
- 1Y
- 4.96%
- 3Y*
- 9.70%
- 5Y*
- 5.75%
- 10Y*
- 13.78%
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MFEGX vs. MEIFX - Expense Ratio Comparison
MFEGX has a 0.83% expense ratio, which is lower than MEIFX's 1.20% expense ratio.
Return for Risk
MFEGX vs. MEIFX — Risk / Return Rank
MFEGX
MEIFX
MFEGX vs. MEIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth Fund Class A (MFEGX) and Meridian Enhanced Equity Fund (MEIFX). 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 | MEIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 0.30 | 0.00 |
Sortino ratioReturn per unit of downside risk | 0.57 | 0.55 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.07 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.20 | 0.49 | -0.29 |
Martin ratioReturn relative to average drawdown | 0.68 | 2.30 | -1.62 |
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 | MEIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.30 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.37 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.77 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.51 | -0.05 |
Correlation
The correlation between MFEGX and MEIFX is 0.79, 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. MEIFX - Dividend Comparison
MFEGX's dividend yield for the trailing twelve months is around 19.55%, more than MEIFX's 7.36% 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% |
MEIFX Meridian Enhanced Equity Fund | 7.36% | 7.25% | 14.61% | 0.61% | 9.28% | 25.44% | 13.26% | 40.49% | 11.67% | 1.18% | 0.78% | 4.24% |
Drawdowns
MFEGX vs. MEIFX - Drawdown Comparison
The maximum MFEGX drawdown since its inception was -72.42%, which is greater than MEIFX's maximum drawdown of -54.37%. Use the drawdown chart below to compare losses from any high point for MFEGX and MEIFX.
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Drawdown Indicators
| MFEGX | MEIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.42% | -54.37% | -18.05% |
Max Drawdown (1Y)Largest decline over 1 year | -17.39% | -8.99% | -8.40% |
Max Drawdown (5Y)Largest decline over 5 years | -36.27% | -23.54% | -12.73% |
Max Drawdown (10Y)Largest decline over 10 years | -36.27% | -28.67% | -7.60% |
Current DrawdownCurrent decline from peak | -17.39% | -7.42% | -9.97% |
Average DrawdownAverage peak-to-trough decline | -22.32% | -7.76% | -14.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.09% | 2.05% | +3.04% |
Volatility
MFEGX vs. MEIFX - Volatility Comparison
MFS Growth Fund Class A (MFEGX) has a higher volatility of 5.57% compared to Meridian Enhanced Equity Fund (MEIFX) at 3.54%. This indicates that MFEGX's price experiences larger fluctuations and is considered to be riskier than MEIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MFEGX | MEIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.57% | 3.54% | +2.03% |
Volatility (6M)Calculated over the trailing 6-month period | 12.05% | 7.12% | +4.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.57% | 14.91% | +6.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.08% | 15.93% | +6.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.27% | 17.95% | +3.32% |