MGRVX vs. BSPGX
Compare and contrast key facts about MFS International Growth Fund Class R4 (MGRVX) and iShares S&P 500 Index Fund Class G (BSPGX).
MGRVX is managed by MFS. It was launched on Oct 1, 2008. BSPGX is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on Jul 1, 2019.
Performance
MGRVX vs. BSPGX - Performance Comparison
Loading graphics...
MGRVX vs. BSPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
MGRVX MFS International Growth Fund Class R4 | -3.51% | 21.04% | 9.10% | 14.82% | -15.10% | 9.50% | 15.70% | 6.85% |
BSPGX iShares S&P 500 Index Fund Class G | -4.63% | 17.85% | 24.96% | 26.27% | -18.12% | 28.66% | 19.16% | 11.06% |
Returns By Period
In the year-to-date period, MGRVX achieves a -3.51% return, which is significantly higher than BSPGX's -4.63% return.
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%
BSPGX
- 1D
- 2.62%
- 1M
- -5.31%
- YTD
- -4.63%
- 6M
- -2.46%
- 1Y
- 16.97%
- 3Y*
- 18.17%
- 5Y*
- 11.71%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MGRVX vs. BSPGX - Expense Ratio Comparison
MGRVX has a 0.83% expense ratio, which is higher than BSPGX's 0.01% expense ratio.
Return for Risk
MGRVX vs. BSPGX — Risk / Return Rank
MGRVX
BSPGX
MGRVX vs. BSPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Growth Fund Class R4 (MGRVX) and iShares S&P 500 Index Fund Class G (BSPGX). 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.
| MGRVX | BSPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.96 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.47 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.22 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 1.49 | -0.61 |
Martin ratioReturn relative to average drawdown | 3.48 | 7.16 | -3.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MGRVX | BSPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.96 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.70 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.72 | -0.30 |
Correlation
The correlation between MGRVX and BSPGX is 0.74, 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
MGRVX vs. BSPGX - Dividend Comparison
MGRVX's dividend yield for the trailing twelve months is around 5.70%, more than BSPGX's 1.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BSPGX iShares S&P 500 Index Fund Class G | 1.56% | 1.74% | 1.43% | 1.52% | 2.04% | 1.83% | 2.09% | 2.25% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MGRVX vs. BSPGX - Drawdown Comparison
The maximum MGRVX drawdown since its inception was -36.30%, which is greater than BSPGX's maximum drawdown of -33.74%. Use the drawdown chart below to compare losses from any high point for MGRVX and BSPGX.
Loading graphics...
Drawdown Indicators
| MGRVX | BSPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.30% | -33.74% | -2.56% |
Max Drawdown (1Y)Largest decline over 1 year | -12.40% | -12.11% | -0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -30.56% | -24.50% | -6.06% |
Max Drawdown (10Y)Largest decline over 10 years | -30.56% | — | — |
Current DrawdownCurrent decline from peak | -9.87% | -6.51% | -3.36% |
Average DrawdownAverage peak-to-trough decline | -6.67% | -5.20% | -1.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 2.52% | +0.62% |
Volatility
MGRVX vs. BSPGX - Volatility Comparison
MFS International Growth Fund Class R4 (MGRVX) has a higher volatility of 6.52% compared to iShares S&P 500 Index Fund Class G (BSPGX) at 5.17%. This indicates that MGRVX's price experiences larger fluctuations and is considered to be riskier than BSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MGRVX | BSPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.52% | 5.17% | +1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 9.85% | 9.44% | +0.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.49% | 18.21% | -3.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.48% | 16.88% | -1.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.69% | 20.17% | -4.48% |