MFEKX vs. EFCNX
Compare and contrast key facts about MFS Growth R6 (MFEKX) and Emerald Insights Fund (EFCNX).
MFEKX is an actively managed fund by MFS. It was launched on Jun 1, 2012. EFCNX is managed by Emerald. It was launched on Aug 1, 2014.
Performance
MFEKX vs. EFCNX - Performance Comparison
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MFEKX vs. EFCNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MFEKX MFS Growth R6 | -10.29% | 12.44% | 49.62% | 36.27% | -31.07% | 23.71% | 31.77% | 37.82% | 2.40% | 30.97% |
EFCNX Emerald Insights Fund | 0.00% | 28.71% | 25.88% | 40.82% | -31.09% | 22.95% | 49.60% | 36.32% | -9.88% | 22.52% |
Returns By Period
Both investments have delivered pretty close results over the past 10 years, with MFEKX having a 15.97% annualized return and EFCNX not far ahead at 16.72%.
MFEKX
- 1D
- 3.82%
- 1M
- -5.74%
- YTD
- -10.29%
- 6M
- -10.92%
- 1Y
- 9.71%
- 3Y*
- 22.91%
- 5Y*
- 11.35%
- 10Y*
- 15.97%
EFCNX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 45.34%
- 3Y*
- 25.53%
- 5Y*
- 11.21%
- 10Y*
- 16.72%
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MFEKX vs. EFCNX - Expense Ratio Comparison
MFEKX has a 0.51% expense ratio, which is lower than EFCNX's 1.40% expense ratio.
Return for Risk
MFEKX vs. EFCNX — Risk / Return Rank
MFEKX
EFCNX
MFEKX vs. EFCNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth R6 (MFEKX) and Emerald Insights Fund (EFCNX). 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.
| MFEKX | EFCNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 2.43 | -1.94 |
Sortino ratioReturn per unit of downside risk | 0.86 | 3.41 | -2.55 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.84 | -0.73 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 0.87 | -0.25 |
Martin ratioReturn relative to average drawdown | 2.09 | 3.10 | -1.02 |
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
| MFEKX | EFCNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 2.43 | -1.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.50 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.74 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.63 | +0.18 |
Correlation
The correlation between MFEKX and EFCNX is 0.86, 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
MFEKX vs. EFCNX - Dividend Comparison
MFEKX's dividend yield for the trailing twelve months is around 16.52%, more than EFCNX's 8.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFEKX MFS Growth R6 | 16.52% | 14.82% | 25.31% | 4.82% | 1.04% | 2.74% | 3.55% | 1.57% | 3.88% | 2.49% | 1.70% | 3.64% |
EFCNX Emerald Insights Fund | 8.50% | 8.50% | 1.27% | 0.00% | 5.41% | 15.80% | 9.41% | 0.04% | 27.51% | 0.00% | 0.00% | 0.00% |
Drawdowns
MFEKX vs. EFCNX - Drawdown Comparison
The maximum MFEKX drawdown since its inception was -36.06%, smaller than the maximum EFCNX drawdown of -38.34%. Use the drawdown chart below to compare losses from any high point for MFEKX and EFCNX.
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Drawdown Indicators
| MFEKX | EFCNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.06% | -38.34% | +2.28% |
Max Drawdown (1Y)Largest decline over 1 year | -17.27% | -14.32% | -2.95% |
Max Drawdown (5Y)Largest decline over 5 years | -36.06% | -38.34% | +2.28% |
Max Drawdown (10Y)Largest decline over 10 years | -36.06% | -38.34% | +2.28% |
Current DrawdownCurrent decline from peak | -14.11% | 0.00% | -14.11% |
Average DrawdownAverage peak-to-trough decline | -5.66% | -8.74% | +3.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.13% | 7.45% | -2.32% |
Volatility
MFEKX vs. EFCNX - Volatility Comparison
MFS Growth R6 (MFEKX) has a higher volatility of 6.97% compared to Emerald Insights Fund (EFCNX) at 0.00%. This indicates that MFEKX's price experiences larger fluctuations and is considered to be riskier than EFCNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MFEKX | EFCNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.97% | 0.00% | +6.97% |
Volatility (6M)Calculated over the trailing 6-month period | 12.64% | 5.20% | +7.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.85% | 22.14% | -0.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.91% | 23.15% | -1.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.15% | 22.85% | -1.70% |