MGRVX vs. VOO
Compare and contrast key facts about MFS International Growth Fund Class R4 (MGRVX) and Vanguard S&P 500 ETF (VOO).
MGRVX is managed by MFS. It was launched on Oct 1, 2008. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MGRVX or VOO.
Correlation
The correlation between MGRVX and VOO is 0.76, 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.
Performance
MGRVX vs. VOO - Performance Comparison
Key characteristics
MGRVX:
0.52
VOO:
2.06
MGRVX:
0.77
VOO:
2.75
MGRVX:
1.10
VOO:
1.38
MGRVX:
0.43
VOO:
3.07
MGRVX:
1.59
VOO:
13.32
MGRVX:
4.22%
VOO:
1.95%
MGRVX:
12.98%
VOO:
12.59%
MGRVX:
-35.29%
VOO:
-33.99%
MGRVX:
-11.97%
VOO:
-2.67%
Returns By Period
The year-to-date returns for both investments are quite close, with MGRVX having a 0.60% return and VOO slightly higher at 0.62%. Over the past 10 years, MGRVX has underperformed VOO with an annualized return of 6.19%, while VOO has yielded a comparatively higher 13.25% annualized return.
MGRVX
0.60%
-7.92%
-3.71%
7.35%
3.38%
6.19%
VOO
0.62%
-2.16%
5.77%
26.25%
14.43%
13.25%
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MGRVX vs. VOO - Expense Ratio Comparison
MGRVX has a 0.83% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
MGRVX vs. VOO — Risk-Adjusted Performance Rank
MGRVX
VOO
MGRVX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Growth Fund Class R4 (MGRVX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
MGRVX's dividend yield for the trailing twelve months is around 1.55%, more than VOO's 1.24% 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% |
VOO Vanguard S&P 500 ETF | 1.24% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MGRVX vs. VOO - Drawdown Comparison
The maximum MGRVX drawdown since its inception was -35.29%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MGRVX and VOO. For additional features, visit the drawdowns tool.
Volatility
MGRVX vs. VOO - Volatility Comparison
MFS International Growth Fund Class R4 (MGRVX) has a higher volatility of 5.45% compared to Vanguard S&P 500 ETF (VOO) at 4.43%. This indicates that MGRVX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.