MFEKX vs. FIKGX

In the year-to-date period, MFEKX achieves a 1.36% return, which is significantly lower than FIKGX's 1.85% return.

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MFEKX has a 0.51% expense ratio, which is lower than FIKGX's 0.62% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Growth R6 (MFEKX) and Fidelity Advisor Semiconductors Fund Class Z (FIKGX). 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.

The current MFEKX Sharpe Ratio is 0.43, which is comparable to the FIKGX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of MFEKX and FIKGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MFEKX's dividend yield for the trailing twelve months is around 0.16%, while FIKGX has not paid dividends to shareholders.

The maximum MFEKX drawdown since its inception was -37.55%, smaller than the maximum FIKGX drawdown of -48.21%. Use the drawdown chart below to compare losses from any high point for MFEKX and FIKGX. For additional features, visit the drawdowns tool.

The current volatility for MFS Growth R6 (MFEKX) is 5.35%, while Fidelity Advisor Semiconductors Fund Class Z (FIKGX) has a volatility of 14.83%. This indicates that MFEKX experiences smaller price fluctuations and is considered to be less risky than FIKGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.