MGRVX vs. JPRE

Last updated Apr 2, 2026

Compare and contrast key facts about MFS International Growth Fund Class R4 (MGRVX) and JPMorgan Realty Income ETF (JPRE).

MGRVX is managed by MFS. It was launched on Oct 1, 2008. JPRE is an actively managed fund by JPMorgan. It was launched on Dec 31, 1997.

Performance

MGRVX vs. JPRE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MFS International Growth Fund Class R4 (MGRVX) and JPMorgan Realty Income ETF (JPRE). The values are adjusted to include any dividend payments, if applicable.

MGRVX vs. JPRE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
MGRVX MFS International Growth Fund Class R4	-3.51%	21.04%	9.10%	14.82%	0.05%
JPRE JPMorgan Realty Income ETF	3.60%	1.36%	7.43%	13.41%	-9.96%

Returns By Period

In the year-to-date period, MGRVX achieves a -3.51% return, which is significantly lower than JPRE's 3.60% 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%

JPRE

• 1D: 0.35%
• 1M: -5.72%
• YTD: 3.60%
• 6M: 1.88%
• 1Y: 2.42%
• 3Y*: 7.30%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

MGRVX vs. JPRE - Expense Ratio Comparison

MGRVX has a 0.83% expense ratio, which is higher than JPRE's 0.50% expense ratio.

MGRVX

MFS International Growth Fund Class R4

JPRE

JPMorgan Realty Income ETF

Return for Risk

MGRVX vs. JPRE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MGRVX

MGRVX Risk / Return Rank: 29
MGRVX Sharpe Ratio Rank: 34
MGRVX Sortino Ratio Rank: 30
MGRVX Omega Ratio Rank: 28
MGRVX Calmar Ratio Rank: 26
MGRVX Martin Ratio Rank: 28

JPRE

JPRE Risk / Return Rank: 15
JPRE Sharpe Ratio Rank: 15
JPRE Sortino Ratio Rank: 14
JPRE Omega Ratio Rank: 14
JPRE Calmar Ratio Rank: 16
JPRE Martin Ratio Rank: 17

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MGRVX vs. JPRE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MFS International Growth Fund Class R4 (MGRVX) and JPMorgan Realty Income ETF (JPRE). 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	JPRE	Difference
Sharpe ratio Return per unit of total volatility	0.84	0.15	+0.68
Sortino ratio Return per unit of downside risk	1.19	0.32	+0.87
Omega ratio Gain probability vs. loss probability	1.16	1.04	+0.12
Calmar ratio Return relative to maximum drawdown	0.88	0.22	+0.67
Martin ratio Return relative to average drawdown	3.48	0.80	+2.69
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

MGRVX vs. JPRE - Sharpe Ratio Comparison

The current MGRVX Sharpe Ratio is 0.84, which is higher than the JPRE Sharpe Ratio of 0.15. The chart below compares the historical Sharpe Ratios of MGRVX and JPRE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	MGRVX	JPRE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.84	0.15	+0.68
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.38	—	—
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	0.20	+0.22

Correlation

The correlation between MGRVX and JPRE is 0.50, 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.

Dividends

MGRVX vs. JPRE - Dividend Comparison

MGRVX's dividend yield for the trailing twelve months is around 5.70%, more than JPRE's 2.41% 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%
JPRE JPMorgan Realty Income ETF	2.41%	2.62%	2.21%	3.26%	10.60%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

MGRVX vs. JPRE - Drawdown Comparison

The maximum MGRVX drawdown since its inception was -36.30%, which is greater than JPRE's maximum drawdown of -23.84%. Use the drawdown chart below to compare losses from any high point for MGRVX and JPRE.

Drawdown Indicators

	MGRVX	JPRE	Difference
Max Drawdown Largest peak-to-trough decline	-36.30%	-23.84%	-12.46%
Max Drawdown (1Y) Largest decline over 1 year	-12.40%	-11.76%	-0.64%
Max Drawdown (5Y) Largest decline over 5 years	-30.56%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-30.56%	—	—
Current Drawdown Current decline from peak	-9.87%	-5.85%	-4.02%
Average Drawdown Average peak-to-trough decline	-6.67%	-8.46%	+1.79%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.14%	3.19%	-0.05%

Volatility

MGRVX vs. JPRE - Volatility Comparison

MFS International Growth Fund Class R4 (MGRVX) has a higher volatility of 6.52% compared to JPMorgan Realty Income ETF (JPRE) at 4.31%. This indicates that MGRVX's price experiences larger fluctuations and is considered to be riskier than JPRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	MGRVX	JPRE	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.52%	4.31%	+2.21%
Volatility (6M) Calculated over the trailing 6-month period	9.85%	9.19%	+0.66%
Volatility (1Y) Calculated over the trailing 1-year period	14.49%	15.89%	-1.40%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.48%	18.45%	-2.97%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.69%	18.45%	-2.76%