MFEKX vs. BAGIX
Compare and contrast key facts about MFS Growth R6 (MFEKX) and Baird Aggregate Bond Fund Class I (BAGIX).
MFEKX is an actively managed fund by MFS. It was launched on Jun 1, 2012. BAGIX is managed by Baird. It was launched on Sep 29, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFEKX or BAGIX.
Correlation
The correlation between MFEKX and BAGIX is -0.07. 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.
Performance
MFEKX vs. BAGIX - Performance Comparison
Key characteristics
MFEKX:
0.28
BAGIX:
1.24
MFEKX:
0.55
BAGIX:
1.85
MFEKX:
1.08
BAGIX:
1.22
MFEKX:
0.29
BAGIX:
0.51
MFEKX:
1.00
BAGIX:
3.29
MFEKX:
6.72%
BAGIX:
2.00%
MFEKX:
24.10%
BAGIX:
5.29%
MFEKX:
-36.06%
BAGIX:
-19.44%
MFEKX:
-16.80%
BAGIX:
-6.84%
Returns By Period
In the year-to-date period, MFEKX achieves a -11.52% return, which is significantly lower than BAGIX's 1.68% return. Over the past 10 years, MFEKX has outperformed BAGIX with an annualized return of 13.23%, while BAGIX has yielded a comparatively lower 1.59% annualized return.
MFEKX
-11.52%
-7.40%
-8.27%
3.74%
12.91%
13.23%
BAGIX
1.68%
-0.48%
0.93%
6.35%
-0.60%
1.59%
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MFEKX vs. BAGIX - Expense Ratio Comparison
MFEKX has a 0.51% expense ratio, which is higher than BAGIX's 0.30% expense ratio.
Risk-Adjusted Performance
MFEKX vs. BAGIX — Risk-Adjusted Performance Rank
MFEKX
BAGIX
MFEKX vs. BAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth R6 (MFEKX) and Baird Aggregate Bond Fund Class I (BAGIX). 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
MFEKX vs. BAGIX - Dividend Comparison
MFEKX's dividend yield for the trailing twelve months is around 14.45%, more than BAGIX's 4.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFEKX MFS Growth R6 | 14.45% | 12.78% | 4.82% | 1.04% | 2.74% | 3.55% | 1.57% | 4.22% | 2.49% | 1.70% | 3.64% | 3.90% |
BAGIX Baird Aggregate Bond Fund Class I | 4.09% | 4.05% | 3.46% | 2.69% | 1.92% | 2.29% | 2.76% | 2.89% | 2.55% | 2.47% | 2.47% | 2.90% |
Drawdowns
MFEKX vs. BAGIX - Drawdown Comparison
The maximum MFEKX drawdown since its inception was -36.06%, which is greater than BAGIX's maximum drawdown of -19.44%. Use the drawdown chart below to compare losses from any high point for MFEKX and BAGIX. For additional features, visit the drawdowns tool.
Volatility
MFEKX vs. BAGIX - Volatility Comparison
MFS Growth R6 (MFEKX) has a higher volatility of 15.61% compared to Baird Aggregate Bond Fund Class I (BAGIX) at 2.05%. This indicates that MFEKX's price experiences larger fluctuations and is considered to be riskier than BAGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.