MGRVX vs. JAAA
Compare and contrast key facts about MFS International Growth Fund Class R4 (MGRVX) and Janus Henderson AAA CLO ETF (JAAA).
MGRVX is managed by MFS. It was launched on Oct 1, 2008. JAAA is an actively managed fund by Janus Henderson. It was launched on Oct 16, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MGRVX or JAAA.
Correlation
The correlation between MGRVX and JAAA is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MGRVX vs. JAAA - Performance Comparison
Key characteristics
MGRVX:
0.52
JAAA:
10.48
MGRVX:
0.77
JAAA:
22.23
MGRVX:
1.10
JAAA:
6.14
MGRVX:
0.43
JAAA:
22.45
MGRVX:
1.59
JAAA:
212.86
MGRVX:
4.22%
JAAA:
0.03%
MGRVX:
12.98%
JAAA:
0.70%
MGRVX:
-35.29%
JAAA:
-2.60%
MGRVX:
-11.97%
JAAA:
-0.04%
Returns By Period
In the year-to-date period, MGRVX achieves a 0.60% return, which is significantly higher than JAAA's 0.08% return.
MGRVX
0.60%
-7.92%
-3.71%
7.35%
3.38%
6.19%
JAAA
0.08%
0.44%
3.29%
7.33%
N/A
N/A
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MGRVX vs. JAAA - Expense Ratio Comparison
MGRVX has a 0.83% expense ratio, which is higher than JAAA's 0.21% expense ratio.
Risk-Adjusted Performance
MGRVX vs. JAAA — Risk-Adjusted Performance Rank
MGRVX
JAAA
MGRVX vs. JAAA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Growth Fund Class R4 (MGRVX) and Janus Henderson AAA CLO ETF (JAAA). 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. JAAA - Dividend Comparison
MGRVX's dividend yield for the trailing twelve months is around 1.55%, less than JAAA's 6.35% 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% |
JAAA Janus Henderson AAA CLO ETF | 6.35% | 6.35% | 6.10% | 2.77% | 1.21% | 0.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MGRVX vs. JAAA - Drawdown Comparison
The maximum MGRVX drawdown since its inception was -35.29%, which is greater than JAAA's maximum drawdown of -2.60%. Use the drawdown chart below to compare losses from any high point for MGRVX and JAAA. For additional features, visit the drawdowns tool.
Volatility
MGRVX vs. JAAA - Volatility Comparison
MFS International Growth Fund Class R4 (MGRVX) has a higher volatility of 5.45% compared to Janus Henderson AAA CLO ETF (JAAA) at 0.23%. This indicates that MGRVX's price experiences larger fluctuations and is considered to be riskier than JAAA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.