MGOYX vs. ANEFX

In the year-to-date period, MGOYX achieves a 3.81% return, which is significantly lower than ANEFX's 6.49% return. Over the past 10 years, MGOYX has underperformed ANEFX with an annualized return of -11.72%, while ANEFX has yielded a comparatively higher 5.67% annualized return.

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

MGOYX has a 0.98% expense ratio, which is higher than ANEFX's 0.75% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Victory Munder Mid-Cap Core Growth Fund (MGOYX) and American Funds The New Economy Fund (ANEFX). 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 MGOYX Sharpe Ratio is -0.21, which is lower than the ANEFX Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of MGOYX and ANEFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither MGOYX nor ANEFX has paid dividends to shareholders.

The maximum MGOYX drawdown since its inception was -79.83%, which is greater than ANEFX's maximum drawdown of -60.55%. Use the drawdown chart below to compare losses from any high point for MGOYX and ANEFX. For additional features, visit the drawdowns tool.

The current volatility for Victory Munder Mid-Cap Core Growth Fund (MGOYX) is 2.69%, while American Funds The New Economy Fund (ANEFX) has a volatility of 4.56%. This indicates that MGOYX experiences smaller price fluctuations and is considered to be less risky than ANEFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.