MFEIX vs. EQPGX
Compare and contrast key facts about MFS Growth I (MFEIX) and Fidelity Advisor Equity Growth Fund Class I (EQPGX).
MFEIX is managed by MFS. It was launched on Jul 10, 1997. EQPGX is managed by Fidelity. It was launched on Nov 22, 1983.
Performance
MFEIX vs. EQPGX - Performance Comparison
Loading graphics...
MFEIX vs. EQPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MFEIX MFS Growth I | -10.32% | 12.34% | 49.67% | 36.15% | -31.14% | 23.59% | 31.65% | 37.69% | 2.30% | 30.86% |
EQPGX Fidelity Advisor Equity Growth Fund Class I | -5.41% | 14.60% | 29.99% | 35.60% | -24.45% | 22.94% | 43.80% | 34.01% | 0.17% | 35.19% |
Returns By Period
In the year-to-date period, MFEIX achieves a -10.32% return, which is significantly lower than EQPGX's -5.41% return. Over the past 10 years, MFEIX has underperformed EQPGX with an annualized return of 15.88%, while EQPGX has yielded a comparatively higher 17.05% annualized return.
MFEIX
- 1D
- 3.82%
- 1M
- -5.75%
- YTD
- -10.32%
- 6M
- -10.97%
- 1Y
- 9.60%
- 3Y*
- 22.85%
- 5Y*
- 11.27%
- 10Y*
- 15.88%
EQPGX
- 1D
- 4.31%
- 1M
- -5.34%
- YTD
- -5.41%
- 6M
- -4.89%
- 1Y
- 17.45%
- 3Y*
- 20.16%
- 5Y*
- 11.12%
- 10Y*
- 17.05%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MFEIX vs. EQPGX - Expense Ratio Comparison
MFEIX has a 0.60% expense ratio, which is lower than EQPGX's 0.71% expense ratio.
Return for Risk
MFEIX vs. EQPGX — Risk / Return Rank
MFEIX
EQPGX
MFEIX vs. EQPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth I (MFEIX) and Fidelity Advisor Equity Growth Fund Class I (EQPGX). 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.
| MFEIX | EQPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 0.84 | -0.35 |
Sortino ratioReturn per unit of downside risk | 0.85 | 1.32 | -0.47 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.19 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.61 | 1.41 | -0.79 |
Martin ratioReturn relative to average drawdown | 2.06 | 4.96 | -2.90 |
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
| MFEIX | EQPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 0.84 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.55 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.83 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.60 | -0.18 |
Correlation
The correlation between MFEIX and EQPGX is 0.95, 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
MFEIX vs. EQPGX - Dividend Comparison
MFEIX's dividend yield for the trailing twelve months is around 16.72%, more than EQPGX's 0.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFEIX MFS Growth I | 16.72% | 14.99% | 25.47% | 4.86% | 1.05% | 2.76% | 3.57% | 1.57% | 3.78% | 2.50% | 1.61% | 3.65% |
EQPGX Fidelity Advisor Equity Growth Fund Class I | 0.55% | 0.52% | 10.64% | 0.48% | 1.96% | 11.42% | 10.84% | 8.56% | 6.43% | 11.57% | 5.90% | 2.21% |
Drawdowns
MFEIX vs. EQPGX - Drawdown Comparison
The maximum MFEIX drawdown since its inception was -72.24%, which is greater than EQPGX's maximum drawdown of -62.00%. Use the drawdown chart below to compare losses from any high point for MFEIX and EQPGX.
Loading graphics...
Drawdown Indicators
| MFEIX | EQPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.24% | -62.00% | -10.24% |
Max Drawdown (1Y)Largest decline over 1 year | -17.30% | -12.80% | -4.50% |
Max Drawdown (5Y)Largest decline over 5 years | -36.11% | -29.81% | -6.30% |
Max Drawdown (10Y)Largest decline over 10 years | -36.11% | -31.11% | -5.00% |
Current DrawdownCurrent decline from peak | -14.14% | -8.80% | -5.34% |
Average DrawdownAverage peak-to-trough decline | -23.85% | -13.80% | -10.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.14% | 3.63% | +1.51% |
Volatility
MFEIX vs. EQPGX - Volatility Comparison
The current volatility for MFS Growth I (MFEIX) is 6.97%, while Fidelity Advisor Equity Growth Fund Class I (EQPGX) has a volatility of 7.77%. This indicates that MFEIX experiences smaller price fluctuations and is considered to be less risky than EQPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MFEIX | EQPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.97% | 7.77% | -0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 12.65% | 13.31% | -0.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.85% | 21.83% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.93% | 20.16% | +1.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.20% | 20.49% | +0.71% |