MGRVX vs. MFEKX
Compare and contrast key facts about MFS International Growth Fund Class R4 (MGRVX) and MFS Growth R6 (MFEKX).
MGRVX is managed by MFS. It was launched on Oct 1, 2008. MFEKX is an actively managed fund by MFS. It was launched on Jun 1, 2012.
Performance
MGRVX vs. MFEKX - Performance Comparison
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MGRVX vs. MFEKX - 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% |
MFEKX MFS Growth R6 | -10.29% | 12.44% | 49.62% | 36.27% | -31.07% | 23.71% | 31.77% | 37.82% | 2.40% | 30.97% |
Returns By Period
In the year-to-date period, MGRVX achieves a -3.51% return, which is significantly higher than MFEKX's -10.29% return. Over the past 10 years, MGRVX has underperformed MFEKX with an annualized return of 9.44%, while MFEKX has yielded a comparatively higher 15.97% 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%
MFEKX
- 1D
- 3.82%
- 1M
- -5.74%
- YTD
- -10.29%
- 6M
- -10.92%
- 1Y
- 9.71%
- 3Y*
- 22.91%
- 5Y*
- 11.35%
- 10Y*
- 15.97%
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MGRVX vs. MFEKX - Expense Ratio Comparison
MGRVX has a 0.83% expense ratio, which is higher than MFEKX's 0.51% expense ratio.
Return for Risk
MGRVX vs. MFEKX — Risk / Return Rank
MGRVX
MFEKX
MGRVX vs. MFEKX - 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 R6 (MFEKX). 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 | MFEKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.49 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.19 | 0.86 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.12 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 0.62 | +0.26 |
Martin ratioReturn relative to average drawdown | 3.48 | 2.09 | +1.40 |
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 | MFEKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.49 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.52 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.76 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.81 | -0.39 |
Correlation
The correlation between MGRVX and MFEKX is 0.70, 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. MFEKX - Dividend Comparison
MGRVX's dividend yield for the trailing twelve months is around 5.70%, less than MFEKX's 16.52% 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% |
MFEKX MFS Growth R6 | 16.52% | 14.82% | 25.31% | 4.82% | 1.04% | 2.74% | 3.55% | 1.57% | 3.88% | 2.49% | 1.70% | 3.64% |
Drawdowns
MGRVX vs. MFEKX - Drawdown Comparison
The maximum MGRVX drawdown since its inception was -36.30%, roughly equal to the maximum MFEKX drawdown of -36.06%. Use the drawdown chart below to compare losses from any high point for MGRVX and MFEKX.
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Drawdown Indicators
| MGRVX | MFEKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.30% | -36.06% | -0.24% |
Max Drawdown (1Y)Largest decline over 1 year | -12.40% | -17.27% | +4.87% |
Max Drawdown (5Y)Largest decline over 5 years | -30.56% | -36.06% | +5.50% |
Max Drawdown (10Y)Largest decline over 10 years | -30.56% | -36.06% | +5.50% |
Current DrawdownCurrent decline from peak | -9.87% | -14.11% | +4.24% |
Average DrawdownAverage peak-to-trough decline | -6.67% | -5.66% | -1.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 5.13% | -1.99% |
Volatility
MGRVX vs. MFEKX - Volatility Comparison
The current volatility for MFS International Growth Fund Class R4 (MGRVX) is 6.52%, while MFS Growth R6 (MFEKX) has a volatility of 6.97%. This indicates that MGRVX experiences smaller price fluctuations and is considered to be less risky than MFEKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MGRVX | MFEKX | 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% | 12.64% | -2.79% |
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% | 21.91% | -6.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.69% | 21.15% | -5.46% |