MGTIX vs. AGTHX
Compare and contrast key facts about MFS Massachusetts Investors Growth Stock Fund (MGTIX) and American Funds The Growth Fund of America Class A (AGTHX).
MGTIX is managed by MFS. It was launched on Jan 1, 1932. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Performance
MGTIX vs. AGTHX - Performance Comparison
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MGTIX vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MGTIX MFS Massachusetts Investors Growth Stock Fund | -9.29% | 10.23% | 27.38% | 24.40% | -18.99% | 26.41% | 22.84% | 40.17% | 1.07% | 28.97% |
AGTHX American Funds The Growth Fund of America Class A | -8.07% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
Returns By Period
In the year-to-date period, MGTIX achieves a -9.29% return, which is significantly lower than AGTHX's -8.07% return. Both investments have delivered pretty close results over the past 10 years, with MGTIX having a 13.92% annualized return and AGTHX not far ahead at 14.32%.
MGTIX
- 1D
- 2.93%
- 1M
- -5.93%
- YTD
- -9.29%
- 6M
- -8.54%
- 1Y
- 4.94%
- 3Y*
- 13.69%
- 5Y*
- 9.09%
- 10Y*
- 13.92%
AGTHX
- 1D
- 3.56%
- 1M
- -6.34%
- YTD
- -8.07%
- 6M
- -7.16%
- 1Y
- 16.84%
- 3Y*
- 20.26%
- 5Y*
- 8.96%
- 10Y*
- 14.32%
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MGTIX vs. AGTHX - Expense Ratio Comparison
MGTIX has a 0.45% expense ratio, which is lower than AGTHX's 0.61% expense ratio.
Return for Risk
MGTIX vs. AGTHX — Risk / Return Rank
MGTIX
AGTHX
MGTIX vs. AGTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Massachusetts Investors Growth Stock Fund (MGTIX) and American Funds The Growth Fund of America Class A (AGTHX). 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.
| MGTIX | AGTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 0.84 | -0.54 |
Sortino ratioReturn per unit of downside risk | 0.56 | 1.34 | -0.78 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.19 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.42 | 1.26 | -0.84 |
Martin ratioReturn relative to average drawdown | 1.51 | 4.78 | -3.27 |
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
| MGTIX | AGTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 0.84 | -0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.45 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.73 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.68 | -0.21 |
Correlation
The correlation between MGTIX and AGTHX is 0.92, 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. AGTHX - Dividend Comparison
MGTIX's dividend yield for the trailing twelve months is around 12.21%, more than AGTHX's 11.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGTIX MFS Massachusetts Investors Growth Stock Fund | 12.21% | 11.08% | 16.84% | 4.17% | 4.59% | 10.30% | 7.43% | 7.38% | 10.72% | 6.83% | 5.00% | 6.61% |
AGTHX American Funds The Growth Fund of America Class A | 11.63% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
Drawdowns
MGTIX vs. AGTHX - Drawdown Comparison
The maximum MGTIX drawdown since its inception was -60.05%, which is greater than AGTHX's maximum drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for MGTIX and AGTHX.
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Drawdown Indicators
| MGTIX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.05% | -51.91% | -8.14% |
Max Drawdown (1Y)Largest decline over 1 year | -13.71% | -13.76% | +0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -26.52% | -36.38% | +9.86% |
Max Drawdown (10Y)Largest decline over 10 years | -32.42% | -36.38% | +3.96% |
Current DrawdownCurrent decline from peak | -11.18% | -10.70% | -0.48% |
Average DrawdownAverage peak-to-trough decline | -17.20% | -9.23% | -7.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.82% | 3.63% | +0.19% |
Volatility
MGTIX vs. AGTHX - Volatility Comparison
The current volatility for MFS Massachusetts Investors Growth Stock Fund (MGTIX) is 5.48%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 6.76%. This indicates that MGTIX experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MGTIX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.48% | 6.76% | -1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 9.79% | 12.13% | -2.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.85% | 21.01% | -3.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.48% | 20.23% | -2.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.18% | 19.64% | -1.46% |