MGRVX vs. FEQIX
Compare and contrast key facts about MFS International Growth Fund Class R4 (MGRVX) and Fidelity Equity-Income Fund (FEQIX).
MGRVX is managed by MFS. It was launched on Oct 1, 2008. 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: MGRVX or FEQIX.
Correlation
The correlation between MGRVX and FEQIX is 0.76, 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.
Performance
MGRVX vs. FEQIX - Performance Comparison
Key characteristics
MGRVX:
0.52
FEQIX:
1.10
MGRVX:
0.77
FEQIX:
1.54
MGRVX:
1.10
FEQIX:
1.20
MGRVX:
0.43
FEQIX:
1.16
MGRVX:
1.59
FEQIX:
4.44
MGRVX:
4.22%
FEQIX:
2.54%
MGRVX:
12.98%
FEQIX:
10.29%
MGRVX:
-35.29%
FEQIX:
-62.07%
MGRVX:
-11.97%
FEQIX:
-8.81%
Returns By Period
In the year-to-date period, MGRVX achieves a 0.60% return, which is significantly lower than FEQIX's 0.88% return. Over the past 10 years, MGRVX has outperformed FEQIX with an annualized return of 6.19%, while FEQIX has yielded a comparatively lower 4.87% annualized return.
MGRVX
0.60%
-7.92%
-3.71%
7.35%
3.38%
6.19%
FEQIX
0.88%
-6.66%
1.29%
11.76%
5.90%
4.87%
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MGRVX vs. FEQIX - Expense Ratio Comparison
MGRVX has a 0.83% expense ratio, which is higher than FEQIX's 0.57% expense ratio.
Risk-Adjusted Performance
MGRVX vs. FEQIX — Risk-Adjusted Performance Rank
MGRVX
FEQIX
MGRVX vs. FEQIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Growth Fund Class R4 (MGRVX) 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
MGRVX vs. FEQIX - Dividend Comparison
MGRVX's dividend yield for the trailing twelve months is around 1.55%, more than FEQIX's 1.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGRVX MFS International Growth Fund Class R4 | 1.55% | 1.56% | 1.37% | 1.12% | 0.98% | 0.73% | 1.01% | 1.27% | 0.96% | 1.22% | 1.09% | 4.04% |
FEQIX Fidelity Equity-Income Fund | 1.24% | 1.25% | 1.78% | 1.93% | 1.55% | 1.50% | 1.82% | 2.73% | 2.03% | 2.37% | 7.35% | 8.14% |
Drawdowns
MGRVX vs. FEQIX - Drawdown Comparison
The maximum MGRVX drawdown since its inception was -35.29%, smaller than the maximum FEQIX drawdown of -62.07%. Use the drawdown chart below to compare losses from any high point for MGRVX and FEQIX. For additional features, visit the drawdowns tool.
Volatility
MGRVX vs. FEQIX - Volatility Comparison
MFS International Growth Fund Class R4 (MGRVX) has a higher volatility of 5.45% compared to Fidelity Equity-Income Fund (FEQIX) at 4.00%. This indicates that MGRVX'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.