MFEGX vs. MRGAX
Compare and contrast key facts about MFS Growth Fund Class A (MFEGX) and MFS Core Equity Fund (MRGAX).
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. MRGAX is managed by MFS. It was launched on Jan 2, 1996.
Performance
MFEGX vs. MRGAX - Performance Comparison
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MFEGX vs. MRGAX - 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% |
MRGAX MFS Core Equity Fund | -4.08% | 12.33% | 20.01% | 22.88% | -17.24% | 25.26% | 18.56% | 34.66% | -4.12% | 23.79% |
Returns By Period
In the year-to-date period, MFEGX achieves a -10.37% return, which is significantly lower than MRGAX's -4.08% return. Over the past 10 years, MFEGX has outperformed MRGAX with an annualized return of 16.19%, while MRGAX has yielded a comparatively lower 13.12% 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%
MRGAX
- 1D
- 2.97%
- 1M
- -5.05%
- YTD
- -4.08%
- 6M
- -3.09%
- 1Y
- 12.46%
- 3Y*
- 14.59%
- 5Y*
- 8.97%
- 10Y*
- 13.12%
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MFEGX vs. MRGAX - Expense Ratio Comparison
MFEGX has a 0.83% expense ratio, which is lower than MRGAX's 0.93% expense ratio.
Return for Risk
MFEGX vs. MRGAX — Risk / Return Rank
MFEGX
MRGAX
MFEGX vs. MRGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth Fund Class A (MFEGX) and MFS Core Equity Fund (MRGAX). 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 | MRGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 0.70 | -0.23 |
Sortino ratioReturn per unit of downside risk | 0.83 | 1.12 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.17 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 1.10 | -0.50 |
Martin ratioReturn relative to average drawdown | 2.00 | 4.72 | -2.73 |
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 | MRGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 0.70 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.54 | -0.02 |
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 | 0.52 | -0.05 |
Correlation
The correlation between MFEGX and MRGAX is 0.89, 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. MRGAX - Dividend Comparison
MFEGX's dividend yield for the trailing twelve months is around 18.83%, more than MRGAX's 14.18% 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% |
MRGAX MFS Core Equity Fund | 14.18% | 13.60% | 8.21% | 2.54% | 3.83% | 7.28% | 1.54% | 3.20% | 11.09% | 6.27% | 3.65% | 11.02% |
Drawdowns
MFEGX vs. MRGAX - Drawdown Comparison
The maximum MFEGX drawdown since its inception was -72.42%, which is greater than MRGAX's maximum drawdown of -54.04%. Use the drawdown chart below to compare losses from any high point for MFEGX and MRGAX.
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Drawdown Indicators
| MFEGX | MRGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.42% | -54.04% | -18.38% |
Max Drawdown (1Y)Largest decline over 1 year | -17.39% | -12.07% | -5.32% |
Max Drawdown (5Y)Largest decline over 5 years | -36.27% | -23.08% | -13.19% |
Max Drawdown (10Y)Largest decline over 10 years | -36.27% | -33.41% | -2.86% |
Current DrawdownCurrent decline from peak | -14.23% | -6.84% | -7.39% |
Average DrawdownAverage peak-to-trough decline | -22.32% | -8.31% | -14.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.17% | 2.80% | +2.37% |
Volatility
MFEGX vs. MRGAX - Volatility Comparison
MFS Growth Fund Class A (MFEGX) has a higher volatility of 6.97% compared to MFS Core Equity Fund (MRGAX) at 5.48%. This indicates that MFEGX's price experiences larger fluctuations and is considered to be riskier than MRGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MFEGX | MRGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.97% | 5.48% | +1.49% |
Volatility (6M)Calculated over the trailing 6-month period | 12.64% | 9.66% | +2.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.85% | 18.29% | +3.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.14% | 16.80% | +5.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.30% | 17.79% | +3.51% |