MGFIX vs. MEQFX
Compare and contrast key facts about AMG GW&K ESG Bond Fund (MGFIX) and AMG River Road Large Cap Value Select Fund (MEQFX).
MGFIX is managed by AMG. It was launched on Jun 1, 1984. MEQFX is managed by AMG. It was launched on Aug 14, 1992.
Performance
MGFIX vs. MEQFX - Performance Comparison
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MGFIX vs. MEQFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MGFIX AMG GW&K ESG Bond Fund | -1.16% | 7.26% | 1.50% | 6.69% | -13.17% | -9.68% | 7.34% | 11.11% | -1.82% | 6.78% |
MEQFX AMG River Road Large Cap Value Select Fund | -6.16% | -2.58% | 24.99% | 19.53% | -9.50% | 43.58% | -4.00% | 16.01% | 8.16% | 15.35% |
Returns By Period
In the year-to-date period, MGFIX achieves a -1.16% return, which is significantly higher than MEQFX's -6.16% return. Over the past 10 years, MGFIX has underperformed MEQFX with an annualized return of 1.41%, while MEQFX has yielded a comparatively higher 10.48% annualized return.
MGFIX
- 1D
- 0.46%
- 1M
- -2.82%
- YTD
- -1.16%
- 6M
- -0.28%
- 1Y
- 3.44%
- 3Y*
- 3.54%
- 5Y*
- -0.09%
- 10Y*
- 1.41%
MEQFX
- 1D
- 0.27%
- 1M
- -8.63%
- YTD
- -6.16%
- 6M
- -13.39%
- 1Y
- -10.71%
- 3Y*
- 9.46%
- 5Y*
- 10.27%
- 10Y*
- 10.48%
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MGFIX vs. MEQFX - Expense Ratio Comparison
MGFIX has a 0.68% expense ratio, which is higher than MEQFX's 0.64% expense ratio.
Return for Risk
MGFIX vs. MEQFX — Risk / Return Rank
MGFIX
MEQFX
MGFIX vs. MEQFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG GW&K ESG Bond Fund (MGFIX) and AMG River Road Large Cap Value Select Fund (MEQFX). 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.
| MGFIX | MEQFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | -0.52 | +1.40 |
Sortino ratioReturn per unit of downside risk | 1.23 | -0.56 | +1.79 |
Omega ratioGain probability vs. loss probability | 1.16 | 0.91 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | -0.66 | +1.87 |
Martin ratioReturn relative to average drawdown | 4.48 | -1.75 | +6.23 |
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
| MGFIX | MEQFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | -0.52 | +1.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.59 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.54 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.31 | +0.53 |
Correlation
The correlation between MGFIX and MEQFX is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
MGFIX vs. MEQFX - Dividend Comparison
MGFIX's dividend yield for the trailing twelve months is around 3.66%, while MEQFX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGFIX AMG GW&K ESG Bond Fund | 3.66% | 3.85% | 3.56% | 2.94% | 2.41% | 2.21% | 3.38% | 4.20% | 3.89% | 3.81% | 4.96% | 4.17% |
MEQFX AMG River Road Large Cap Value Select Fund | 0.00% | 0.00% | 4.48% | 0.98% | 2.13% | 27.90% | 0.00% | 9.17% | 3.40% | 30.28% | 5.96% | 11.63% |
Drawdowns
MGFIX vs. MEQFX - Drawdown Comparison
The maximum MGFIX drawdown since its inception was -25.03%, smaller than the maximum MEQFX drawdown of -55.38%. Use the drawdown chart below to compare losses from any high point for MGFIX and MEQFX.
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Drawdown Indicators
| MGFIX | MEQFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.03% | -55.38% | +30.35% |
Max Drawdown (1Y)Largest decline over 1 year | -3.27% | -17.43% | +14.16% |
Max Drawdown (5Y)Largest decline over 5 years | -19.68% | -19.48% | -0.20% |
Max Drawdown (10Y)Largest decline over 10 years | -25.03% | -28.69% | +3.66% |
Current DrawdownCurrent decline from peak | -9.96% | -17.21% | +7.25% |
Average DrawdownAverage peak-to-trough decline | -4.79% | -12.17% | +7.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.89% | 6.57% | -5.68% |
Volatility
MGFIX vs. MEQFX - Volatility Comparison
The current volatility for AMG GW&K ESG Bond Fund (MGFIX) is 1.65%, while AMG River Road Large Cap Value Select Fund (MEQFX) has a volatility of 3.48%. This indicates that MGFIX experiences smaller price fluctuations and is considered to be less risky than MEQFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MGFIX | MEQFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.65% | 3.48% | -1.83% |
Volatility (6M)Calculated over the trailing 6-month period | 2.49% | 14.98% | -12.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.14% | 19.77% | -15.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.74% | 17.44% | -11.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.23% | 19.56% | -14.33% |