MFEIX vs. MFSSX
Compare and contrast key facts about MFS Growth I (MFEIX) and MFS Massachusetts Municipal Bond Fund (MFSSX).
MFEIX is managed by MFS. It was launched on Jul 10, 1997. MFSSX is managed by MFS. It was launched on Apr 8, 1985.
Performance
MFEIX vs. MFSSX - Performance Comparison
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MFEIX vs. MFSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MFEIX MFS Growth I | -13.62% | 12.34% | 49.67% | 36.15% | -31.14% | 23.59% | 31.65% | 37.69% | 2.30% | 30.86% |
MFSSX MFS Massachusetts Municipal Bond Fund | -0.66% | 4.04% | 1.94% | 5.59% | -10.79% | 2.02% | 3.71% | 7.56% | 0.77% | 4.86% |
Returns By Period
In the year-to-date period, MFEIX achieves a -13.62% return, which is significantly lower than MFSSX's -0.66% return. Over the past 10 years, MFEIX has outperformed MFSSX with an annualized return of 15.44%, while MFSSX has yielded a comparatively lower 1.66% annualized return.
MFEIX
- 1D
- -0.59%
- 1M
- -9.06%
- YTD
- -13.62%
- 6M
- -14.22%
- 1Y
- 6.53%
- 3Y*
- 21.33%
- 5Y*
- 10.89%
- 10Y*
- 15.44%
MFSSX
- 1D
- 0.20%
- 1M
- -2.52%
- YTD
- -0.66%
- 6M
- 0.95%
- 1Y
- 3.30%
- 3Y*
- 2.72%
- 5Y*
- 0.29%
- 10Y*
- 1.66%
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MFEIX vs. MFSSX - Expense Ratio Comparison
MFEIX has a 0.60% expense ratio, which is lower than MFSSX's 0.83% expense ratio.
Return for Risk
MFEIX vs. MFSSX — Risk / Return Rank
MFEIX
MFSSX
MFEIX vs. MFSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth I (MFEIX) and MFS Massachusetts Municipal Bond Fund (MFSSX). 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 | MFSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 0.79 | -0.48 |
Sortino ratioReturn per unit of downside risk | 0.59 | 1.09 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.22 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 0.86 | -0.64 |
Martin ratioReturn relative to average drawdown | 0.74 | 2.71 | -1.97 |
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
| MFEIX | MFSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 0.79 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.07 | +0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.38 | +0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 1.10 | -0.69 |
Correlation
The correlation between MFEIX and MFSSX is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
MFEIX vs. MFSSX - Dividend Comparison
MFEIX's dividend yield for the trailing twelve months is around 17.36%, more than MFSSX's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFEIX MFS Growth I | 17.36% | 14.99% | 25.47% | 4.86% | 1.05% | 2.76% | 3.57% | 1.57% | 3.78% | 2.50% | 1.61% | 3.65% |
MFSSX MFS Massachusetts Municipal Bond Fund | 3.23% | 4.20% | 2.81% | 2.43% | 1.84% | 1.91% | 2.44% | 3.27% | 3.42% | 3.74% | 3.64% | 3.70% |
Drawdowns
MFEIX vs. MFSSX - Drawdown Comparison
The maximum MFEIX drawdown since its inception was -72.24%, which is greater than MFSSX's maximum drawdown of -17.05%. Use the drawdown chart below to compare losses from any high point for MFEIX and MFSSX.
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Drawdown Indicators
| MFEIX | MFSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.24% | -17.05% | -55.19% |
Max Drawdown (1Y)Largest decline over 1 year | -17.30% | -5.22% | -12.08% |
Max Drawdown (5Y)Largest decline over 5 years | -36.11% | -16.13% | -19.98% |
Max Drawdown (10Y)Largest decline over 10 years | -36.11% | -16.13% | -19.98% |
Current DrawdownCurrent decline from peak | -17.30% | -2.52% | -14.78% |
Average DrawdownAverage peak-to-trough decline | -23.85% | -2.41% | -21.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.06% | 1.65% | +3.41% |
Volatility
MFEIX vs. MFSSX - Volatility Comparison
MFS Growth I (MFEIX) has a higher volatility of 5.58% compared to MFS Massachusetts Municipal Bond Fund (MFSSX) at 1.13%. This indicates that MFEIX's price experiences larger fluctuations and is considered to be riskier than MFSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MFEIX | MFSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 1.13% | +4.45% |
Volatility (6M)Calculated over the trailing 6-month period | 12.05% | 1.74% | +10.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.56% | 5.33% | +16.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.87% | 4.19% | +17.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.16% | 4.33% | +16.83% |