MFEGX vs. MIGFX
Compare and contrast key facts about MFS Growth Fund Class A (MFEGX) and MFS Massachusetts Investors Growth Stock Fund (MIGFX).
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. MIGFX is managed by MFS. It was launched on Jan 1, 1935.
Performance
MFEGX vs. MIGFX - Performance Comparison
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MFEGX vs. MIGFX - 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% |
MIGFX MFS Massachusetts Investors Growth Stock Fund | -9.36% | 9.97% | 27.25% | 24.13% | -19.20% | 26.06% | 22.55% | 39.89% | 0.81% | 28.68% |
Returns By Period
In the year-to-date period, MFEGX achieves a -10.37% return, which is significantly lower than MIGFX's -9.36% return. Over the past 10 years, MFEGX has outperformed MIGFX with an annualized return of 16.19%, while MIGFX has yielded a comparatively lower 13.69% 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%
MIGFX
- 1D
- 2.93%
- 1M
- -5.97%
- YTD
- -9.36%
- 6M
- -8.66%
- 1Y
- 4.69%
- 3Y*
- 13.47%
- 5Y*
- 8.85%
- 10Y*
- 13.69%
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MFEGX vs. MIGFX - Expense Ratio Comparison
MFEGX has a 0.83% expense ratio, which is higher than MIGFX's 0.70% expense ratio.
Return for Risk
MFEGX vs. MIGFX — Risk / Return Rank
MFEGX
MIGFX
MFEGX vs. MIGFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth Fund Class A (MFEGX) and MFS Massachusetts Investors Growth Stock Fund (MIGFX). 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 | MIGFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 0.28 | +0.19 |
Sortino ratioReturn per unit of downside risk | 0.83 | 0.54 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.07 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 0.40 | +0.19 |
Martin ratioReturn relative to average drawdown | 2.00 | 1.43 | +0.56 |
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 | MIGFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 0.28 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.51 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.76 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.38 | +0.09 |
Correlation
The correlation between MFEGX and MIGFX is 0.93, 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. MIGFX - Dividend Comparison
MFEGX's dividend yield for the trailing twelve months is around 18.83%, more than MIGFX's 12.57% 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% |
MIGFX MFS Massachusetts Investors Growth Stock Fund | 12.57% | 11.39% | 17.15% | 4.11% | 4.49% | 10.47% | 7.43% | 7.39% | 10.76% | 6.87% | 5.12% | 6.51% |
Drawdowns
MFEGX vs. MIGFX - Drawdown Comparison
The maximum MFEGX drawdown since its inception was -72.42%, which is greater than MIGFX's maximum drawdown of -61.83%. Use the drawdown chart below to compare losses from any high point for MFEGX and MIGFX.
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Drawdown Indicators
| MFEGX | MIGFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.42% | -61.83% | -10.59% |
Max Drawdown (1Y)Largest decline over 1 year | -17.39% | -13.77% | -3.62% |
Max Drawdown (5Y)Largest decline over 5 years | -36.27% | -26.67% | -9.60% |
Max Drawdown (10Y)Largest decline over 10 years | -36.27% | -32.42% | -3.85% |
Current DrawdownCurrent decline from peak | -14.23% | -11.24% | -2.99% |
Average DrawdownAverage peak-to-trough decline | -22.32% | -19.00% | -3.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.17% | 3.83% | +1.34% |
Volatility
MFEGX vs. MIGFX - Volatility Comparison
MFS Growth Fund Class A (MFEGX) has a higher volatility of 6.97% compared to MFS Massachusetts Investors Growth Stock Fund (MIGFX) at 5.49%. This indicates that MFEGX's price experiences larger fluctuations and is considered to be riskier than MIGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MFEGX | MIGFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.97% | 5.49% | +1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 12.64% | 9.81% | +2.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.85% | 17.85% | +4.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.14% | 17.50% | +4.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.30% | 18.18% | +3.12% |