MGWIX vs. VTSAX
Compare and contrast key facts about MFS Growth Allocation Fund (MGWIX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
MGWIX is managed by MFS. It was launched on Jun 27, 2002. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MGWIX or VTSAX.
Correlation
The correlation between MGWIX and VTSAX is 0.94, 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.
Performance
MGWIX vs. VTSAX - Performance Comparison
Key characteristics
MGWIX:
0.93
VTSAX:
1.77
MGWIX:
1.26
VTSAX:
2.39
MGWIX:
1.18
VTSAX:
1.32
MGWIX:
0.91
VTSAX:
2.68
MGWIX:
3.52
VTSAX:
10.60
MGWIX:
2.54%
VTSAX:
2.17%
MGWIX:
9.61%
VTSAX:
12.99%
MGWIX:
-44.48%
VTSAX:
-55.34%
MGWIX:
-3.48%
VTSAX:
0.00%
Returns By Period
In the year-to-date period, MGWIX achieves a 4.35% return, which is significantly lower than VTSAX's 4.62% return. Over the past 10 years, MGWIX has underperformed VTSAX with an annualized return of 5.05%, while VTSAX has yielded a comparatively higher 12.68% annualized return.
MGWIX
4.35%
2.29%
0.75%
9.27%
4.71%
5.05%
VTSAX
4.62%
2.32%
10.30%
24.44%
14.05%
12.68%
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MGWIX vs. VTSAX - Expense Ratio Comparison
MGWIX has a 0.69% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
MGWIX vs. VTSAX — Risk-Adjusted Performance Rank
MGWIX
VTSAX
MGWIX vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth Allocation Fund (MGWIX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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.
Dividends
MGWIX vs. VTSAX - Dividend Comparison
MGWIX's dividend yield for the trailing twelve months is around 2.23%, more than VTSAX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGWIX MFS Growth Allocation Fund | 2.23% | 2.33% | 1.90% | 2.55% | 3.40% | 1.17% | 1.78% | 2.43% | 2.19% | 1.48% | 1.87% | 1.83% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.20% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
MGWIX vs. VTSAX - Drawdown Comparison
The maximum MGWIX drawdown since its inception was -44.48%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for MGWIX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
MGWIX vs. VTSAX - Volatility Comparison
The current volatility for MFS Growth Allocation Fund (MGWIX) is 2.23%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 3.07%. This indicates that MGWIX experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.