MGRVX vs. MGRAX
Compare and contrast key facts about MFS International Growth Fund Class R4 (MGRVX) and MFS International Growth Fund (MGRAX).
MGRVX is managed by MFS. It was launched on Oct 1, 2008. MGRAX is managed by MFS. It was launched on Oct 23, 1995.
Performance
MGRVX vs. MGRAX - Performance Comparison
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MGRVX vs. MGRAX - 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% |
MGRAX MFS International Growth Fund | -3.56% | 20.73% | 8.82% | 14.54% | -15.31% | 9.20% | 15.45% | 26.83% | -9.09% | 32.15% |
Returns By Period
The year-to-date returns for both stocks are quite close, with MGRVX having a -3.51% return and MGRAX slightly lower at -3.56%. Both investments have delivered pretty close results over the past 10 years, with MGRVX having a 9.44% annualized return and MGRAX not far behind at 9.17%.
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%
MGRAX
- 1D
- 2.73%
- 1M
- -8.25%
- YTD
- -3.56%
- 6M
- -2.90%
- 1Y
- 10.99%
- 3Y*
- 9.98%
- 5Y*
- 5.65%
- 10Y*
- 9.17%
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MGRVX vs. MGRAX - Expense Ratio Comparison
MGRVX has a 0.83% expense ratio, which is lower than MGRAX's 1.06% expense ratio.
Return for Risk
MGRVX vs. MGRAX — Risk / Return Rank
MGRVX
MGRAX
MGRVX vs. MGRAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Growth Fund Class R4 (MGRVX) and MFS International Growth Fund (MGRAX). 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 | MGRAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.82 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.17 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.16 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 0.86 | +0.02 |
Martin ratioReturn relative to average drawdown | 3.48 | 3.38 | +0.10 |
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 | MGRAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.82 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.37 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.59 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.37 | +0.05 |
Correlation
The correlation between MGRVX and MGRAX is 1.00, 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. MGRAX - Dividend Comparison
MGRVX's dividend yield for the trailing twelve months is around 5.70%, more than MGRAX's 5.55% 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% |
MGRAX MFS International Growth Fund | 5.55% | 5.35% | 5.99% | 2.56% | 2.69% | 6.62% | 0.56% | 1.42% | 3.82% | 2.26% | 1.01% | 1.06% |
Drawdowns
MGRVX vs. MGRAX - Drawdown Comparison
The maximum MGRVX drawdown since its inception was -36.30%, smaller than the maximum MGRAX drawdown of -55.29%. Use the drawdown chart below to compare losses from any high point for MGRVX and MGRAX.
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Drawdown Indicators
| MGRVX | MGRAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.30% | -55.29% | +18.99% |
Max Drawdown (1Y)Largest decline over 1 year | -12.40% | -12.42% | +0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -30.56% | -30.58% | +0.02% |
Max Drawdown (10Y)Largest decline over 10 years | -30.56% | -30.58% | +0.02% |
Current DrawdownCurrent decline from peak | -9.87% | -9.88% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -6.67% | -10.89% | +4.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 3.15% | -0.01% |
Volatility
MGRVX vs. MGRAX - Volatility Comparison
MFS International Growth Fund Class R4 (MGRVX) and MFS International Growth Fund (MGRAX) have volatilities of 6.52% and 6.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MGRVX | MGRAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.52% | 6.53% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.85% | 9.87% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.49% | 14.51% | -0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.48% | 15.44% | +0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.69% | 15.66% | +0.03% |