MGTIX vs. AGTHX

In the year-to-date period, MGTIX achieves a -0.66% return, which is significantly lower than AGTHX's 3.26% return. Both investments have delivered pretty close results over the past 10 years, with MGTIX having a 13.04% annualized return and AGTHX not far behind at 12.80%.

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MGTIX has a 0.45% expense ratio, which is lower than AGTHX's 0.61% expense ratio.

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.

The current MGTIX Sharpe Ratio is 0.41, which is lower than the AGTHX Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of MGTIX and AGTHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MGTIX's dividend yield for the trailing twelve months is around 8.49%, less than AGTHX's 8.70% yield.

The maximum MGTIX drawdown since its inception was -60.39%, which is greater than AGTHX's maximum drawdown of -51.65%. Use the drawdown chart below to compare losses from any high point for MGTIX and AGTHX.

The current volatility for MFS Massachusetts Investors Growth Stock Fund (MGTIX) is 4.95%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 5.51%. 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.