MFEIX vs. TBCIX
Compare and contrast key facts about MFS Growth I (MFEIX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
MFEIX is managed by MFS. It was launched on Jul 10, 1997. TBCIX is managed by T. Rowe Price.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFEIX or TBCIX.
Correlation
The correlation between MFEIX and TBCIX is 0.97, 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.
Performance
MFEIX vs. TBCIX - Performance Comparison
Key characteristics
MFEIX:
-0.42
TBCIX:
-0.14
MFEIX:
-0.40
TBCIX:
-0.02
MFEIX:
0.94
TBCIX:
1.00
MFEIX:
-0.36
TBCIX:
-0.13
MFEIX:
-1.05
TBCIX:
-0.40
MFEIX:
10.48%
TBCIX:
9.27%
MFEIX:
26.32%
TBCIX:
26.40%
MFEIX:
-74.67%
TBCIX:
-50.64%
MFEIX:
-26.56%
TBCIX:
-24.21%
Returns By Period
The year-to-date returns for both stocks are quite close, with MFEIX having a -13.81% return and TBCIX slightly lower at -13.90%.
MFEIX
-13.81%
-7.75%
-21.07%
-9.45%
6.78%
9.13%
TBCIX
-13.90%
-6.91%
-18.00%
-2.51%
5.90%
N/A
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MFEIX vs. TBCIX - Expense Ratio Comparison
MFEIX has a 0.60% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Risk-Adjusted Performance
MFEIX vs. TBCIX — Risk-Adjusted Performance Rank
MFEIX
TBCIX
MFEIX vs. TBCIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth I (MFEIX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX). 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.
Dividends
MFEIX vs. TBCIX - Dividend Comparison
MFEIX's dividend yield for the trailing twelve months is around 0.10%, while TBCIX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFEIX MFS Growth I | 0.10% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.06% | 2.50% | 0.02% | 0.22% | 3.90% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.32% | 0.06% | 2.64% | 0.21% | 0.00% | 0.00% |
Drawdowns
MFEIX vs. TBCIX - Drawdown Comparison
The maximum MFEIX drawdown since its inception was -74.67%, which is greater than TBCIX's maximum drawdown of -50.64%. Use the drawdown chart below to compare losses from any high point for MFEIX and TBCIX. For additional features, visit the drawdowns tool.
Volatility
MFEIX vs. TBCIX - Volatility Comparison
The current volatility for MFS Growth I (MFEIX) is 15.05%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 16.21%. This indicates that MFEIX experiences smaller price fluctuations and is considered to be less risky than TBCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.