MGRVX vs. MFEIX
Compare and contrast key facts about MFS International Growth Fund Class R4 (MGRVX) and MFS Growth I (MFEIX).
MGRVX is managed by MFS. It was launched on Oct 1, 2008. MFEIX is managed by MFS. It was launched on Jul 10, 1997.
Performance
MGRVX vs. MFEIX - Performance Comparison
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MGRVX vs. MFEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MGRVX MFS International Growth Fund Class R4 | -3.51% | 21.04% | 9.10% | 14.82% | -15.10% | 9.50% | 15.70% | 27.19% | -8.87% | 32.47% |
MFEIX MFS Growth I | -10.32% | 12.34% | 49.67% | 36.15% | -31.14% | 23.59% | 31.65% | 37.69% | 2.30% | 30.86% |
Returns By Period
In the year-to-date period, MGRVX achieves a -3.51% return, which is significantly higher than MFEIX's -10.32% return. Over the past 10 years, MGRVX has underperformed MFEIX with an annualized return of 9.44%, while MFEIX has yielded a comparatively higher 15.88% annualized 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%
MFEIX
- 1D
- 3.82%
- 1M
- -5.75%
- YTD
- -10.32%
- 6M
- -10.97%
- 1Y
- 9.60%
- 3Y*
- 22.85%
- 5Y*
- 11.27%
- 10Y*
- 15.88%
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MGRVX vs. MFEIX - Expense Ratio Comparison
MGRVX has a 0.83% expense ratio, which is higher than MFEIX's 0.60% expense ratio.
Return for Risk
MGRVX vs. MFEIX — Risk / Return Rank
MGRVX
MFEIX
MGRVX vs. MFEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Growth Fund Class R4 (MGRVX) and MFS Growth I (MFEIX). 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 | MFEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.49 | +0.35 |
Sortino ratioReturn per unit of downside risk | 1.19 | 0.85 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.12 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 0.61 | +0.27 |
Martin ratioReturn relative to average drawdown | 3.48 | 2.06 | +1.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MGRVX | MFEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.49 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.52 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.75 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.42 | 0.00 |
Correlation
The correlation between MGRVX and MFEIX is 0.72, 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. MFEIX - Dividend Comparison
MGRVX's dividend yield for the trailing twelve months is around 5.70%, less than MFEIX's 16.72% 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% |
MFEIX MFS Growth I | 16.72% | 14.99% | 25.47% | 4.86% | 1.05% | 2.76% | 3.57% | 1.57% | 3.78% | 2.50% | 1.61% | 3.65% |
Drawdowns
MGRVX vs. MFEIX - Drawdown Comparison
The maximum MGRVX drawdown since its inception was -36.30%, smaller than the maximum MFEIX drawdown of -72.24%. Use the drawdown chart below to compare losses from any high point for MGRVX and MFEIX.
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Drawdown Indicators
| MGRVX | MFEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.30% | -72.24% | +35.94% |
Max Drawdown (1Y)Largest decline over 1 year | -12.40% | -17.30% | +4.90% |
Max Drawdown (5Y)Largest decline over 5 years | -30.56% | -36.11% | +5.55% |
Max Drawdown (10Y)Largest decline over 10 years | -30.56% | -36.11% | +5.55% |
Current DrawdownCurrent decline from peak | -9.87% | -14.14% | +4.27% |
Average DrawdownAverage peak-to-trough decline | -6.67% | -23.85% | +17.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 5.14% | -2.00% |
Volatility
MGRVX vs. MFEIX - Volatility Comparison
The current volatility for MFS International Growth Fund Class R4 (MGRVX) is 6.52%, while MFS Growth I (MFEIX) has a volatility of 6.97%. This indicates that MGRVX experiences smaller price fluctuations and is considered to be less risky than MFEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MGRVX | MFEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.52% | 6.97% | -0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 9.85% | 12.65% | -2.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.49% | 21.85% | -7.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.48% | 21.93% | -6.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.69% | 21.20% | -5.51% |