MHITX vs. AGTHX
Compare and contrast key facts about MFS High Income Fund (MHITX) and American Funds The Growth Fund of America Class A (AGTHX).
MHITX is managed by MFS. It was launched on Feb 17, 1978. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Performance
MHITX vs. AGTHX - Performance Comparison
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MHITX vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MHITX MFS High Income Fund | -1.19% | 8.72% | 5.56% | 11.12% | -11.60% | 3.20% | 4.49% | 14.48% | -3.28% | 6.20% |
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, MHITX achieves a -1.19% return, which is significantly higher than AGTHX's -8.07% return. Over the past 10 years, MHITX has underperformed AGTHX with an annualized return of 4.58%, while AGTHX has yielded a comparatively higher 14.32% annualized return.
MHITX
- 1D
- 0.65%
- 1M
- -1.60%
- YTD
- -1.19%
- 6M
- 0.07%
- 1Y
- 6.17%
- 3Y*
- 6.57%
- 5Y*
- 2.73%
- 10Y*
- 4.58%
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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MHITX vs. AGTHX - Expense Ratio Comparison
MHITX has a 0.86% expense ratio, which is higher than AGTHX's 0.61% expense ratio.
Return for Risk
MHITX vs. AGTHX — Risk / Return Rank
MHITX
AGTHX
MHITX vs. AGTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS High Income Fund (MHITX) 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.
| MHITX | AGTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.54 | 0.84 | +0.69 |
Sortino ratioReturn per unit of downside risk | 2.28 | 1.34 | +0.93 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.19 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 2.30 | 1.26 | +1.03 |
Martin ratioReturn relative to average drawdown | 9.00 | 4.78 | +4.22 |
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
| MHITX | AGTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.54 | 0.84 | +0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.45 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.73 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.68 | -0.08 |
Correlation
The correlation between MHITX and AGTHX is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
MHITX vs. AGTHX - Dividend Comparison
MHITX's dividend yield for the trailing twelve months is around 5.74%, less than AGTHX's 11.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MHITX MFS High Income Fund | 5.74% | 6.04% | 5.07% | 4.68% | 4.07% | 4.34% | 4.49% | 4.65% | 5.06% | 4.85% | 5.39% | 6.36% |
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
MHITX vs. AGTHX - Drawdown Comparison
The maximum MHITX drawdown since its inception was -46.76%, smaller than the maximum AGTHX drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for MHITX and AGTHX.
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Drawdown Indicators
| MHITX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.76% | -51.91% | +5.15% |
Max Drawdown (1Y)Largest decline over 1 year | -2.92% | -13.76% | +10.84% |
Max Drawdown (5Y)Largest decline over 5 years | -16.17% | -36.38% | +20.21% |
Max Drawdown (10Y)Largest decline over 10 years | -19.29% | -36.38% | +17.09% |
Current DrawdownCurrent decline from peak | -1.91% | -10.70% | +8.79% |
Average DrawdownAverage peak-to-trough decline | -7.35% | -9.23% | +1.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.75% | 3.63% | -2.88% |
Volatility
MHITX vs. AGTHX - Volatility Comparison
The current volatility for MFS High Income Fund (MHITX) is 1.62%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 6.76%. This indicates that MHITX 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
| MHITX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.62% | 6.76% | -5.14% |
Volatility (6M)Calculated over the trailing 6-month period | 2.67% | 12.13% | -9.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.26% | 21.01% | -16.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.40% | 20.23% | -14.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.62% | 19.64% | -14.02% |