MFRFX vs. MIGFX
Compare and contrast key facts about MFS Research Fund (MFRFX) and MFS Massachusetts Investors Growth Stock Fund (MIGFX).
MFRFX is managed by MFS. It was launched on Oct 13, 1971. MIGFX is managed by MFS. It was launched on Jan 1, 1935.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFRFX or MIGFX.
Correlation
The correlation between MFRFX and MIGFX is 0.93, 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
MFRFX vs. MIGFX - Performance Comparison
Key characteristics
MFRFX:
0.49
MIGFX:
0.43
MFRFX:
0.68
MIGFX:
0.62
MFRFX:
1.12
MIGFX:
1.10
MFRFX:
0.57
MIGFX:
0.52
MFRFX:
1.53
MIGFX:
1.47
MFRFX:
4.85%
MIGFX:
4.26%
MFRFX:
15.06%
MIGFX:
14.44%
MFRFX:
-54.85%
MIGFX:
-61.53%
MFRFX:
-8.74%
MIGFX:
-8.07%
Returns By Period
In the year-to-date period, MFRFX achieves a 4.24% return, which is significantly higher than MIGFX's 3.27% return. Over the past 10 years, MFRFX has underperformed MIGFX with an annualized return of 5.05%, while MIGFX has yielded a comparatively higher 6.12% annualized return.
MFRFX
4.24%
1.88%
-0.73%
8.46%
5.11%
5.05%
MIGFX
3.27%
1.87%
-2.68%
7.34%
5.31%
6.12%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MFRFX vs. MIGFX - Expense Ratio Comparison
MFRFX has a 0.78% expense ratio, which is higher than MIGFX's 0.70% expense ratio.
Risk-Adjusted Performance
MFRFX vs. MIGFX — Risk-Adjusted Performance Rank
MFRFX
MIGFX
MFRFX vs. MIGFX - Risk-Adjusted Performance Comparison
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.
Dividends
MFRFX vs. MIGFX - Dividend Comparison
MFRFX's dividend yield for the trailing twelve months is around 0.50%, more than MIGFX's 0.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFRFX MFS Research Fund | 0.50% | 0.52% | 0.56% | 0.73% | 0.31% | 0.54% | 0.77% | 0.78% | 1.08% | 1.02% | 0.80% | 6.31% |
MIGFX MFS Massachusetts Investors Growth Stock Fund | 0.23% | 0.24% | 0.41% | 0.44% | 0.18% | 0.15% | 0.27% | 1.08% | 0.89% | 0.80% | 0.92% | 4.42% |
Drawdowns
MFRFX vs. MIGFX - Drawdown Comparison
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.
Volatility
MFRFX vs. MIGFX - Volatility Comparison
The current volatility for MFS Research Fund (MFRFX) is 2.78%, while MFS Massachusetts Investors Growth Stock Fund (MIGFX) has a volatility of 3.19%. This indicates that MFRFX experiences smaller price fluctuations and is considered to be less risky than MIGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.