MFSCX vs. MFEIX
Compare and contrast key facts about MFS South Carolina Municipal Bond Fund (MFSCX) and MFS Growth I (MFEIX).
MFSCX is managed by MFS. It was launched on Oct 30, 1984. MFEIX is managed by MFS. It was launched on Jul 10, 1997.
Performance
MFSCX vs. MFEIX - Performance Comparison
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MFSCX vs. MFEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MFSCX MFS South Carolina Municipal Bond Fund | -0.80% | 4.22% | 1.97% | 5.59% | -11.11% | 1.77% | 4.03% | 6.75% | 1.03% | 4.33% |
MFEIX MFS Growth I | -13.62% | 12.34% | 49.67% | 36.15% | -31.14% | 23.59% | 31.65% | 37.69% | 2.30% | 30.86% |
Returns By Period
In the year-to-date period, MFSCX achieves a -0.80% return, which is significantly higher than MFEIX's -13.62% return. Over the past 10 years, MFSCX has underperformed MFEIX with an annualized return of 1.49%, while MFEIX has yielded a comparatively higher 15.44% annualized return.
MFSCX
- 1D
- 0.18%
- 1M
- -2.94%
- YTD
- -0.80%
- 6M
- 0.81%
- 1Y
- 3.43%
- 3Y*
- 2.72%
- 5Y*
- 0.20%
- 10Y*
- 1.49%
MFEIX
- 1D
- -0.59%
- 1M
- -9.06%
- YTD
- -13.62%
- 6M
- -14.22%
- 1Y
- 6.53%
- 3Y*
- 21.33%
- 5Y*
- 10.89%
- 10Y*
- 15.44%
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MFSCX vs. MFEIX - Expense Ratio Comparison
MFSCX has a 0.84% expense ratio, which is higher than MFEIX's 0.60% expense ratio.
Return for Risk
MFSCX vs. MFEIX — Risk / Return Rank
MFSCX
MFEIX
MFSCX vs. MFEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS South Carolina Municipal Bond Fund (MFSCX) and MFS Growth I (MFEIX). 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.
| MFSCX | MFEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 0.30 | +0.45 |
Sortino ratioReturn per unit of downside risk | 1.04 | 0.59 | +0.45 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.08 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 0.22 | +0.63 |
Martin ratioReturn relative to average drawdown | 2.43 | 0.74 | +1.69 |
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
| MFSCX | MFEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.30 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.50 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.73 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.07 | 0.41 | +0.66 |
Correlation
The correlation between MFSCX and MFEIX is -0.07. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
MFSCX vs. MFEIX - Dividend Comparison
MFSCX's dividend yield for the trailing twelve months is around 3.45%, less than MFEIX's 17.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFSCX MFS South Carolina Municipal Bond Fund | 3.45% | 4.42% | 2.86% | 2.31% | 1.61% | 1.60% | 2.20% | 3.00% | 3.13% | 3.06% | 3.16% | 3.19% |
MFEIX MFS Growth I | 17.36% | 14.99% | 25.47% | 4.86% | 1.05% | 2.76% | 3.57% | 1.57% | 3.78% | 2.50% | 1.61% | 3.65% |
Drawdowns
MFSCX vs. MFEIX - Drawdown Comparison
The maximum MFSCX drawdown since its inception was -16.34%, smaller than the maximum MFEIX drawdown of -72.24%. Use the drawdown chart below to compare losses from any high point for MFSCX and MFEIX.
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Drawdown Indicators
| MFSCX | MFEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.34% | -72.24% | +55.90% |
Max Drawdown (1Y)Largest decline over 1 year | -5.51% | -17.30% | +11.79% |
Max Drawdown (5Y)Largest decline over 5 years | -16.34% | -36.11% | +19.77% |
Max Drawdown (10Y)Largest decline over 10 years | -16.34% | -36.11% | +19.77% |
Current DrawdownCurrent decline from peak | -2.94% | -17.30% | +14.36% |
Average DrawdownAverage peak-to-trough decline | -2.19% | -23.85% | +21.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 5.06% | -3.14% |
Volatility
MFSCX vs. MFEIX - Volatility Comparison
The current volatility for MFS South Carolina Municipal Bond Fund (MFSCX) is 1.30%, while MFS Growth I (MFEIX) has a volatility of 5.58%. This indicates that MFSCX experiences smaller price fluctuations and is considered to be less risky than MFEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MFSCX | MFEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.30% | 5.58% | -4.28% |
Volatility (6M)Calculated over the trailing 6-month period | 1.98% | 12.05% | -10.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.73% | 21.56% | -15.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.47% | 21.87% | -17.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.12% | 21.16% | -17.04% |