MGRAX vs. MFEIX
Compare and contrast key facts about MFS International Growth Fund (MGRAX) and MFS Growth I (MFEIX).
MGRAX is managed by MFS. It was launched on Oct 23, 1995. MFEIX is managed by MFS. It was launched on Jul 10, 1997.
Performance
MGRAX vs. MFEIX - Performance Comparison
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MGRAX vs. MFEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MGRAX MFS International Growth Fund | -3.56% | 20.73% | 8.82% | 14.54% | -15.31% | 9.20% | 15.45% | 26.83% | -9.09% | 32.15% |
MFEIX MFS Growth I | -10.32% | 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, MGRAX achieves a -3.56% return, which is significantly higher than MFEIX's -10.32% return. Over the past 10 years, MGRAX has underperformed MFEIX with an annualized return of 9.17%, while MFEIX has yielded a comparatively higher 15.88% annualized return.
MGRAX
- 1D
- 2.73%
- 1M
- -8.25%
- YTD
- -3.56%
- 6M
- -2.90%
- 1Y
- 10.99%
- 3Y*
- 9.98%
- 5Y*
- 5.65%
- 10Y*
- 9.17%
MFEIX
- 1D
- 3.82%
- 1M
- -5.75%
- YTD
- -10.32%
- 6M
- -10.97%
- 1Y
- 9.60%
- 3Y*
- 22.85%
- 5Y*
- 11.27%
- 10Y*
- 15.88%
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MGRAX vs. MFEIX - Expense Ratio Comparison
MGRAX has a 1.06% expense ratio, which is higher than MFEIX's 0.60% expense ratio.
Return for Risk
MGRAX vs. MFEIX — Risk / Return Rank
MGRAX
MFEIX
MGRAX vs. MFEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Growth Fund (MGRAX) 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.
| MGRAX | MFEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.49 | +0.33 |
Sortino ratioReturn per unit of downside risk | 1.17 | 0.85 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.12 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 0.61 | +0.25 |
Martin ratioReturn relative to average drawdown | 3.38 | 2.06 | +1.32 |
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
| MGRAX | MFEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.49 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.52 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.75 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.42 | -0.04 |
Correlation
The correlation between MGRAX and MFEIX is 0.63, 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.
Dividends
MGRAX vs. MFEIX - Dividend Comparison
MGRAX's dividend yield for the trailing twelve months is around 5.55%, less than MFEIX's 16.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGRAX MFS International Growth Fund | 5.55% | 5.35% | 5.99% | 2.56% | 2.69% | 6.62% | 0.56% | 1.42% | 3.82% | 2.26% | 1.01% | 1.06% |
MFEIX MFS Growth I | 16.72% | 14.99% | 25.47% | 4.86% | 1.05% | 2.76% | 3.57% | 1.57% | 3.78% | 2.50% | 1.61% | 3.65% |
Drawdowns
MGRAX vs. MFEIX - Drawdown Comparison
The maximum MGRAX drawdown since its inception was -55.29%, smaller than the maximum MFEIX drawdown of -72.24%. Use the drawdown chart below to compare losses from any high point for MGRAX and MFEIX.
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Drawdown Indicators
| MGRAX | MFEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.29% | -72.24% | +16.95% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -17.30% | +4.88% |
Max Drawdown (5Y)Largest decline over 5 years | -30.58% | -36.11% | +5.53% |
Max Drawdown (10Y)Largest decline over 10 years | -30.58% | -36.11% | +5.53% |
Current DrawdownCurrent decline from peak | -9.88% | -14.14% | +4.26% |
Average DrawdownAverage peak-to-trough decline | -10.89% | -23.85% | +12.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 5.14% | -1.99% |
Volatility
MGRAX vs. MFEIX - Volatility Comparison
The current volatility for MFS International Growth Fund (MGRAX) is 6.53%, while MFS Growth I (MFEIX) has a volatility of 6.97%. This indicates that MGRAX 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
| MGRAX | MFEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.53% | 6.97% | -0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 9.87% | 12.65% | -2.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.51% | 21.85% | -7.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.44% | 21.93% | -6.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.66% | 21.20% | -5.54% |