MGRAX vs. FEQIX
Compare and contrast key facts about MFS International Growth Fund (MGRAX) and Fidelity Equity-Income Fund (FEQIX).
MGRAX is managed by MFS. It was launched on Oct 23, 1995. FEQIX is managed by Fidelity. It was launched on May 16, 1966.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MGRAX or FEQIX.
Key characteristics
| MGRAX | FEQIX | |
|---|---|---|
| YTD Return | 15.63% | 19.61% |
| 1Y Return | 31.79% | 29.17% |
| 3Y Return (Ann) | 4.08% | 4.48% |
| 5Y Return (Ann) | 8.86% | 7.88% |
| 10Y Return (Ann) | 8.50% | 5.95% |
| Sharpe Ratio | 2.54 | 2.72 |
| Sortino Ratio | 3.62 | 3.70 |
| Omega Ratio | 1.45 | 1.49 |
| Calmar Ratio | 1.77 | 1.83 |
| Martin Ratio | 14.73 | 21.35 |
| Ulcer Index | 2.09% | 1.30% |
| Daily Std Dev | 12.08% | 10.17% |
| Max Drawdown | -53.93% | -62.07% |
| Current Drawdown | -2.89% | -0.78% |
Correlation
The correlation between MGRAX and FEQIX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MGRAX vs. FEQIX - Performance Comparison
In the year-to-date period, MGRAX achieves a 15.63% return, which is significantly lower than FEQIX's 19.61% return. Over the past 10 years, MGRAX has outperformed FEQIX with an annualized return of 8.50%, while FEQIX has yielded a comparatively lower 5.95% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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MGRAX vs. FEQIX - Expense Ratio Comparison
MGRAX has a 1.06% expense ratio, which is higher than FEQIX's 0.57% expense ratio.
Risk-Adjusted Performance
MGRAX vs. FEQIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Growth Fund (MGRAX) and Fidelity Equity-Income Fund (FEQIX). 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
MGRAX vs. FEQIX - Dividend Comparison
MGRAX's dividend yield for the trailing twelve months is around 2.21%, more than FEQIX's 1.55% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGRAX MFS International Growth Fund | 2.21% | 2.56% | 2.69% | 6.62% | 0.56% | 1.42% | 3.82% | 2.26% | 1.01% | 1.06% | 3.58% | 1.61% |
FEQIX Fidelity Equity-Income Fund | 1.55% | 1.78% | 1.93% | 1.55% | 1.50% | 1.82% | 2.73% | 2.03% | 2.37% | 7.35% | 8.14% | 2.18% |
Drawdowns
MGRAX vs. FEQIX - Drawdown Comparison
The maximum MGRAX drawdown since its inception was -53.93%, smaller than the maximum FEQIX drawdown of -62.07%. Use the drawdown chart below to compare losses from any high point for MGRAX and FEQIX. For additional features, visit the drawdowns tool.
Volatility
MGRAX vs. FEQIX - Volatility Comparison
MFS International Growth Fund (MGRAX) has a higher volatility of 3.72% compared to Fidelity Equity-Income Fund (FEQIX) at 2.45%. This indicates that MGRAX's price experiences larger fluctuations and is considered to be riskier than FEQIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.