PortfoliosLab logoPortfoliosLab logo
MGTIX vs. ACIHX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MGTIX vs. ACIHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MFS Massachusetts Investors Growth Stock Fund (MGTIX) and American Century Growth Fund G Class (ACIHX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

MGTIX vs. ACIHX - Yearly Performance Comparison


2026 (YTD)2025202420232022
MGTIX
MFS Massachusetts Investors Growth Stock Fund
-11.87%10.23%27.38%24.40%-2.36%
ACIHX
American Century Growth Fund G Class
-13.30%16.26%27.35%44.64%-6.24%

Returns By Period

In the year-to-date period, MGTIX achieves a -11.87% return, which is significantly higher than ACIHX's -13.30% return.


MGTIX

1D
-0.21%
1M
-9.02%
YTD
-11.87%
6M
-10.66%
1Y
2.34%
3Y*
12.60%
5Y*
8.76%
10Y*
13.59%

ACIHX

1D
-0.39%
1M
-8.72%
YTD
-13.30%
6M
-12.27%
1Y
13.26%
3Y*
17.20%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


MGTIX vs. ACIHX - Expense Ratio Comparison

MGTIX has a 0.45% expense ratio, which is higher than ACIHX's 0.01% expense ratio.


Return for Risk

MGTIX vs. ACIHX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MGTIX
MGTIX Risk / Return Rank: 88
Overall Rank
MGTIX Sharpe Ratio Rank: 88
Sharpe Ratio Rank
MGTIX Sortino Ratio Rank: 88
Sortino Ratio Rank
MGTIX Omega Ratio Rank: 88
Omega Ratio Rank
MGTIX Calmar Ratio Rank: 77
Calmar Ratio Rank
MGTIX Martin Ratio Rank: 77
Martin Ratio Rank

ACIHX
ACIHX Risk / Return Rank: 2323
Overall Rank
ACIHX Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
ACIHX Sortino Ratio Rank: 2727
Sortino Ratio Rank
ACIHX Omega Ratio Rank: 2525
Omega Ratio Rank
ACIHX Calmar Ratio Rank: 2121
Calmar Ratio Rank
ACIHX Martin Ratio Rank: 2121
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MGTIX vs. ACIHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MFS Massachusetts Investors Growth Stock Fund (MGTIX) and American Century Growth Fund G Class (ACIHX). 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.


MGTIXACIHXDifference

Sharpe ratio

Return per unit of total volatility

0.16

0.59

-0.44

Sortino ratio

Return per unit of downside risk

0.35

1.02

-0.66

Omega ratio

Gain probability vs. loss probability

1.05

1.14

-0.09

Calmar ratio

Return relative to maximum drawdown

0.06

0.63

-0.57

Martin ratio

Return relative to average drawdown

0.21

2.21

-2.01

MGTIX vs. ACIHX - Sharpe Ratio Comparison

The current MGTIX Sharpe Ratio is 0.16, which is lower than the ACIHX Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of MGTIX and ACIHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


MGTIXACIHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.16

0.59

-0.44

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.75

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.73

-0.27

Correlation

The correlation between MGTIX and ACIHX is 0.91, 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

MGTIX vs. ACIHX - Dividend Comparison

MGTIX's dividend yield for the trailing twelve months is around 12.57%, less than ACIHX's 18.39% yield.


TTM20252024202320222021202020192018201720162015
MGTIX
MFS Massachusetts Investors Growth Stock Fund
12.57%11.08%16.84%4.17%4.59%10.30%7.43%7.38%10.72%6.83%5.00%6.61%
ACIHX
American Century Growth Fund G Class
18.39%15.95%5.65%4.61%2.86%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

MGTIX vs. ACIHX - Drawdown Comparison

The maximum MGTIX drawdown since its inception was -60.05%, which is greater than ACIHX's maximum drawdown of -24.00%. Use the drawdown chart below to compare losses from any high point for MGTIX and ACIHX.


Loading graphics...

Drawdown Indicators


MGTIXACIHXDifference

Max Drawdown

Largest peak-to-trough decline

-60.05%

-24.00%

-36.05%

Max Drawdown (1Y)

Largest decline over 1 year

-13.71%

-16.40%

+2.69%

Max Drawdown (5Y)

Largest decline over 5 years

-26.52%

Max Drawdown (10Y)

Largest decline over 10 years

-32.42%

Current Drawdown

Current decline from peak

-13.71%

-16.40%

+2.69%

Average Drawdown

Average peak-to-trough decline

-17.20%

-4.95%

-12.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.75%

4.68%

-0.93%

Volatility

MGTIX vs. ACIHX - Volatility Comparison

The current volatility for MFS Massachusetts Investors Growth Stock Fund (MGTIX) is 4.34%, while American Century Growth Fund G Class (ACIHX) has a volatility of 5.43%. This indicates that MGTIX experiences smaller price fluctuations and is considered to be less risky than ACIHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


MGTIXACIHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.34%

5.43%

-1.09%

Volatility (6M)

Calculated over the trailing 6-month period

9.34%

12.03%

-2.69%

Volatility (1Y)

Calculated over the trailing 1-year period

17.64%

22.42%

-4.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.44%

21.21%

-3.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.16%

21.21%

-3.05%