MGWIX vs. AMECX

In the year-to-date period, MGWIX achieves a 4.68% return, which is significantly lower than AMECX's 7.59% return. Over the past 10 years, MGWIX has outperformed AMECX with an annualized return of 8.09%, while AMECX has yielded a comparatively lower 7.25% annualized return.

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MGWIX has a 0.69% expense ratio, which is higher than AMECX's 0.56% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Growth Allocation Fund (MGWIX) and American Funds The Income Fund of America Class A (AMECX). 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 MGWIX Sharpe Ratio is 0.79, which is lower than the AMECX Sharpe Ratio of 1.55. The chart below compares the historical Sharpe Ratios of MGWIX and AMECX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MGWIX's dividend yield for the trailing twelve months is around 5.96%, which matches AMECX's 5.97% yield.

The maximum MGWIX drawdown since its inception was -47.69%, which is greater than AMECX's maximum drawdown of -41.93%. Use the drawdown chart below to compare losses from any high point for MGWIX and AMECX.

MFS Growth Allocation Fund (MGWIX) has a higher volatility of 2.87% compared to American Funds The Income Fund of America Class A (AMECX) at 2.19%. This indicates that MGWIX's price experiences larger fluctuations and is considered to be riskier than AMECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.