MFEIX vs. VWUSX
Compare and contrast key facts about MFS Growth I (MFEIX) and Vanguard U.S. Growth Fund Investor Shares (VWUSX).
MFEIX is managed by MFS. It was launched on Jul 10, 1997. VWUSX is managed by Vanguard. It was launched on Jan 6, 1959.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFEIX or VWUSX.
Correlation
The correlation between MFEIX and VWUSX 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.
Performance
MFEIX vs. VWUSX - Performance Comparison
Key characteristics
MFEIX:
-0.42
VWUSX:
-0.02
MFEIX:
-0.40
VWUSX:
0.15
MFEIX:
0.94
VWUSX:
1.02
MFEIX:
-0.36
VWUSX:
-0.02
MFEIX:
-1.05
VWUSX:
-0.07
MFEIX:
10.48%
VWUSX:
7.87%
MFEIX:
26.32%
VWUSX:
27.04%
MFEIX:
-74.67%
VWUSX:
-71.26%
MFEIX:
-26.56%
VWUSX:
-22.51%
Returns By Period
In the year-to-date period, MFEIX achieves a -13.81% return, which is significantly higher than VWUSX's -14.57% return. Over the past 10 years, MFEIX has outperformed VWUSX with an annualized return of 9.13%, while VWUSX has yielded a comparatively lower 7.08% annualized return.
MFEIX
-13.81%
-7.75%
-21.07%
-9.45%
6.78%
9.13%
VWUSX
-14.57%
-7.55%
-14.66%
0.96%
7.46%
7.08%
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MFEIX vs. VWUSX - Expense Ratio Comparison
MFEIX has a 0.60% expense ratio, which is higher than VWUSX's 0.38% expense ratio.
Risk-Adjusted Performance
MFEIX vs. VWUSX — Risk-Adjusted Performance Rank
MFEIX
VWUSX
MFEIX vs. VWUSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth I (MFEIX) and Vanguard U.S. Growth Fund Investor Shares (VWUSX). 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. VWUSX - Dividend Comparison
MFEIX's dividend yield for the trailing twelve months is around 0.10%, less than VWUSX's 0.23% yield.
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% |
VWUSX Vanguard U.S. Growth Fund Investor Shares | 0.23% | 0.20% | 0.28% | 0.37% | 0.00% | 0.03% | 0.35% | 0.39% | 0.40% | 0.42% | 0.49% | 0.65% |
Drawdowns
MFEIX vs. VWUSX - Drawdown Comparison
The maximum MFEIX drawdown since its inception was -74.67%, roughly equal to the maximum VWUSX drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for MFEIX and VWUSX. For additional features, visit the drawdowns tool.
Volatility
MFEIX vs. VWUSX - Volatility Comparison
The current volatility for MFS Growth I (MFEIX) is 15.05%, while Vanguard U.S. Growth Fund Investor Shares (VWUSX) has a volatility of 16.59%. This indicates that MFEIX experiences smaller price fluctuations and is considered to be less risky than VWUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.