MGRAX vs. MGRVX
Compare and contrast key facts about MFS International Growth Fund (MGRAX) and MFS International Growth Fund Class R4 (MGRVX).
MGRAX is managed by MFS. It was launched on Oct 23, 1995. MGRVX is managed by MFS. It was launched on Oct 1, 2008.
Performance
MGRAX vs. MGRVX - Performance Comparison
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MGRAX vs. MGRVX - 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% |
MGRVX MFS International Growth Fund Class R4 | -3.51% | 21.04% | 9.10% | 14.82% | -15.10% | 9.50% | 15.70% | 27.19% | -8.87% | 32.47% |
Returns By Period
The year-to-date returns for both investments are quite close, with MGRAX having a -3.56% return and MGRVX slightly higher at -3.51%. Both investments have delivered pretty close results over the past 10 years, with MGRAX having a 9.17% annualized return and MGRVX not far ahead at 9.44%.
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%
MGRVX
- 1D
- 2.71%
- 1M
- -8.23%
- YTD
- -3.51%
- 6M
- -2.79%
- 1Y
- 11.25%
- 3Y*
- 10.25%
- 5Y*
- 5.91%
- 10Y*
- 9.44%
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MGRAX vs. MGRVX - Expense Ratio Comparison
MGRAX has a 1.06% expense ratio, which is higher than MGRVX's 0.83% expense ratio.
Return for Risk
MGRAX vs. MGRVX — Risk / Return Rank
MGRAX
MGRVX
MGRAX vs. MGRVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Growth Fund (MGRAX) and MFS International Growth Fund Class R4 (MGRVX). 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 | MGRVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.84 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.19 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.16 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 0.88 | -0.02 |
Martin ratioReturn relative to average drawdown | 3.38 | 3.48 | -0.10 |
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 | MGRVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.84 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.38 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.60 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.42 | -0.05 |
Correlation
The correlation between MGRAX and MGRVX is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MGRAX vs. MGRVX - Dividend Comparison
MGRAX's dividend yield for the trailing twelve months is around 5.55%, less than MGRVX's 5.70% 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% |
MGRVX MFS International Growth Fund Class R4 | 5.70% | 5.50% | 6.21% | 2.73% | 2.94% | 6.84% | 0.72% | 1.48% | 4.10% | 2.53% | 1.22% | 1.15% |
Drawdowns
MGRAX vs. MGRVX - Drawdown Comparison
The maximum MGRAX drawdown since its inception was -55.29%, which is greater than MGRVX's maximum drawdown of -36.30%. Use the drawdown chart below to compare losses from any high point for MGRAX and MGRVX.
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Drawdown Indicators
| MGRAX | MGRVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.29% | -36.30% | -18.99% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -12.40% | -0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -30.58% | -30.56% | -0.02% |
Max Drawdown (10Y)Largest decline over 10 years | -30.58% | -30.56% | -0.02% |
Current DrawdownCurrent decline from peak | -9.88% | -9.87% | -0.01% |
Average DrawdownAverage peak-to-trough decline | -10.89% | -6.67% | -4.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 3.14% | +0.01% |
Volatility
MGRAX vs. MGRVX - Volatility Comparison
MFS International Growth Fund (MGRAX) and MFS International Growth Fund Class R4 (MGRVX) have volatilities of 6.53% and 6.52%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MGRAX | MGRVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.53% | 6.52% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.87% | 9.85% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.51% | 14.49% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.44% | 15.48% | -0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.66% | 15.69% | -0.03% |