MGRVX vs. JMST
Compare and contrast key facts about MFS International Growth Fund Class R4 (MGRVX) and JPMorgan Ultra-Short Municipal Income ETF (JMST).
MGRVX is managed by MFS. It was launched on Oct 1, 2008. JMST is an actively managed fund by JPMorgan Chase. It was launched on Oct 16, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MGRVX or JMST.
Correlation
The correlation between MGRVX and JMST 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. JMST - Performance Comparison
Key characteristics
MGRVX:
0.52
JMST:
4.65
MGRVX:
0.77
JMST:
8.12
MGRVX:
1.10
JMST:
2.13
MGRVX:
0.43
JMST:
19.89
MGRVX:
1.59
JMST:
82.33
MGRVX:
4.22%
JMST:
0.04%
MGRVX:
12.98%
JMST:
0.72%
MGRVX:
-35.29%
JMST:
-2.41%
MGRVX:
-11.97%
JMST:
-0.04%
Returns By Period
In the year-to-date period, MGRVX achieves a 0.60% return, which is significantly higher than JMST's 0.04% return.
MGRVX
0.60%
-7.92%
-3.71%
7.35%
3.38%
6.19%
JMST
0.04%
0.06%
1.74%
3.33%
1.83%
N/A
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MGRVX vs. JMST - Expense Ratio Comparison
MGRVX has a 0.83% expense ratio, which is higher than JMST's 0.18% expense ratio.
Risk-Adjusted Performance
MGRVX vs. JMST — Risk-Adjusted Performance Rank
MGRVX
JMST
MGRVX vs. JMST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Growth Fund Class R4 (MGRVX) and JPMorgan Ultra-Short Municipal Income ETF (JMST). 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. JMST - Dividend Comparison
MGRVX's dividend yield for the trailing twelve months is around 1.55%, less than JMST's 3.32% 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% |
JMST JPMorgan Ultra-Short Municipal Income ETF | 3.32% | 3.32% | 3.09% | 1.11% | 0.27% | 0.87% | 1.63% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MGRVX vs. JMST - Drawdown Comparison
The maximum MGRVX drawdown since its inception was -35.29%, which is greater than JMST's maximum drawdown of -2.41%. Use the drawdown chart below to compare losses from any high point for MGRVX and JMST. For additional features, visit the drawdowns tool.
Volatility
MGRVX vs. JMST - Volatility Comparison
MFS International Growth Fund Class R4 (MGRVX) has a higher volatility of 5.45% compared to JPMorgan Ultra-Short Municipal Income ETF (JMST) at 0.19%. This indicates that MGRVX's price experiences larger fluctuations and is considered to be riskier than JMST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.