MGRAX vs. VTMGX
Compare and contrast key facts about MFS International Growth Fund (MGRAX) and Vanguard Developed Markets Index Fund Admiral Shares (VTMGX).
MGRAX is managed by MFS. It was launched on Oct 23, 1995. VTMGX is managed by Vanguard. It was launched on Aug 17, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MGRAX or VTMGX.
Correlation
The correlation between MGRAX and VTMGX is 0.68, 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. VTMGX - Performance Comparison
Key characteristics
MGRAX:
0.86
VTMGX:
0.86
MGRAX:
1.23
VTMGX:
1.28
MGRAX:
1.17
VTMGX:
1.17
MGRAX:
0.78
VTMGX:
1.08
MGRAX:
2.16
VTMGX:
3.14
MGRAX:
6.20%
VTMGX:
4.51%
MGRAX:
15.61%
VTMGX:
16.48%
MGRAX:
-53.93%
VTMGX:
-60.58%
MGRAX:
-3.73%
VTMGX:
0.00%
Returns By Period
In the year-to-date period, MGRAX achieves a 10.13% return, which is significantly lower than VTMGX's 12.62% return. Both investments have delivered pretty close results over the past 10 years, with MGRAX having a 5.86% annualized return and VTMGX not far behind at 5.81%.
MGRAX
10.13%
11.45%
1.49%
10.93%
8.35%
5.86%
VTMGX
12.62%
14.04%
8.98%
11.61%
12.15%
5.81%
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MGRAX vs. VTMGX - Expense Ratio Comparison
MGRAX has a 1.06% expense ratio, which is higher than VTMGX's 0.07% expense ratio.
Risk-Adjusted Performance
MGRAX vs. VTMGX — Risk-Adjusted Performance Rank
MGRAX
VTMGX
MGRAX vs. VTMGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Growth Fund (MGRAX) and Vanguard Developed Markets Index Fund Admiral Shares (VTMGX). 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. VTMGX - Dividend Comparison
MGRAX's dividend yield for the trailing twelve months is around 1.20%, less than VTMGX's 2.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGRAX MFS International Growth Fund | 1.20% | 1.32% | 1.19% | 0.86% | 0.73% | 0.56% | 0.94% | 0.98% | 0.69% | 1.01% | 1.00% | 3.58% |
VTMGX Vanguard Developed Markets Index Fund Admiral Shares | 2.89% | 3.34% | 3.14% | 2.88% | 3.14% | 2.02% | 3.03% | 3.33% | 2.77% | 3.06% | 2.91% | 3.70% |
Drawdowns
MGRAX vs. VTMGX - Drawdown Comparison
The maximum MGRAX drawdown since its inception was -53.93%, smaller than the maximum VTMGX drawdown of -60.58%. Use the drawdown chart below to compare losses from any high point for MGRAX and VTMGX. For additional features, visit the drawdowns tool.
Volatility
MGRAX vs. VTMGX - Volatility Comparison
The current volatility for MFS International Growth Fund (MGRAX) is 8.63%, while Vanguard Developed Markets Index Fund Admiral Shares (VTMGX) has a volatility of 10.40%. This indicates that MGRAX experiences smaller price fluctuations and is considered to be less risky than VTMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.