MFEKX vs. VIGIX
Compare and contrast key facts about MFS Growth R6 (MFEKX) and Vanguard Growth Index Fund Institutional Shares (VIGIX).
MFEKX is an actively managed fund by MFS. It was launched on Jun 1, 2012. VIGIX is managed by Vanguard. It was launched on May 14, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFEKX or VIGIX.
Correlation
The correlation between MFEKX and VIGIX 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
MFEKX vs. VIGIX - Performance Comparison
Key characteristics
MFEKX:
0.28
VIGIX:
0.49
MFEKX:
0.55
VIGIX:
0.85
MFEKX:
1.08
VIGIX:
1.12
MFEKX:
0.29
VIGIX:
0.54
MFEKX:
1.00
VIGIX:
1.96
MFEKX:
6.72%
VIGIX:
6.32%
MFEKX:
24.10%
VIGIX:
25.19%
MFEKX:
-36.06%
VIGIX:
-57.17%
MFEKX:
-16.80%
VIGIX:
-15.58%
Returns By Period
The year-to-date returns for both stocks are quite close, with MFEKX having a -11.52% return and VIGIX slightly lower at -12.04%. Both investments have delivered pretty close results over the past 10 years, with MFEKX having a 13.23% annualized return and VIGIX not far ahead at 13.66%.
MFEKX
-11.52%
-7.40%
-8.27%
3.74%
12.91%
13.23%
VIGIX
-12.04%
-7.31%
-6.85%
9.43%
16.28%
13.66%
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MFEKX vs. VIGIX - Expense Ratio Comparison
MFEKX has a 0.51% expense ratio, which is higher than VIGIX's 0.04% expense ratio.
Risk-Adjusted Performance
MFEKX vs. VIGIX — Risk-Adjusted Performance Rank
MFEKX
VIGIX
MFEKX vs. VIGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth R6 (MFEKX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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. VIGIX - Dividend Comparison
MFEKX's dividend yield for the trailing twelve months is around 14.45%, more than VIGIX's 0.54% 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% |
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.54% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% | 1.22% |
Drawdowns
MFEKX vs. VIGIX - Drawdown Comparison
The maximum MFEKX drawdown since its inception was -36.06%, smaller than the maximum VIGIX drawdown of -57.17%. Use the drawdown chart below to compare losses from any high point for MFEKX and VIGIX. For additional features, visit the drawdowns tool.
Volatility
MFEKX vs. VIGIX - Volatility Comparison
The current volatility for MFS Growth R6 (MFEKX) is 15.61%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 16.86%. This indicates that MFEKX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.