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 -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
MGRVX vs. VOO - Performance Comparison
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Key characteristics
MGRVX:
8.27%
VOO:
19.11%
MGRVX:
-0.96%
VOO:
-33.99%
MGRVX:
-0.28%
VOO:
-7.67%
Returns By Period
MGRVX
N/A
N/A
N/A
N/A
N/A
N/A
VOO
-3.41%
5.73%
-5.06%
9.79%
16.35%
12.31%
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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.
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Dividends
MGRVX vs. VOO - Dividend Comparison
MGRVX's dividend yield for the trailing twelve months is around 1.42%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGRVX MFS International Growth Fund Class R4 | 1.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.34% | 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 -0.96%, smaller than 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.
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Volatility
MGRVX vs. VOO - Volatility Comparison
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