MFRFX vs. MIGFX

In the year-to-date period, MFRFX achieves a 0.19% return, which is significantly higher than MIGFX's -0.74% return. Over the past 10 years, MFRFX has underperformed MIGFX with an annualized return of 4.51%, while MIGFX has yielded a comparatively higher 5.61% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

MFRFX has a 0.78% expense ratio, which is higher than MIGFX's 0.70% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Research Fund (MFRFX) and MFS Massachusetts Investors Growth Stock Fund (MIGFX). 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 MFRFX Sharpe Ratio is 0.00, which is higher than the MIGFX Sharpe Ratio of -0.06. The chart below compares the historical Sharpe Ratios of MFRFX and MIGFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MFRFX's dividend yield for the trailing twelve months is around 0.52%, more than MIGFX's 0.24% yield.

The maximum MFRFX drawdown since its inception was -54.85%, smaller than the maximum MIGFX drawdown of -61.53%. Use the drawdown chart below to compare losses from any high point for MFRFX and MIGFX. For additional features, visit the drawdowns tool.

MFS Research Fund (MFRFX) and MFS Massachusetts Investors Growth Stock Fund (MIGFX) have volatilities of 6.03% and 5.98%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.