MIAGX vs. AAAAX
Compare and contrast key facts about MFS Aggressive Growth Allocation Fund (MIAGX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
MIAGX is managed by MFS. It was launched on Jun 27, 2002. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
MIAGX vs. AAAAX - Performance Comparison
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MIAGX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MIAGX MFS Aggressive Growth Allocation Fund | -1.26% | 15.20% | 12.11% | 16.29% | -16.94% | 19.16% | 15.81% | 29.98% | -6.72% | 23.23% |
AAAAX DWS RREEF Real Assets Fund - Class A | 9.77% | 12.82% | 5.24% | 2.30% | -9.91% | 23.45% | 3.71% | 21.42% | -5.36% | 14.67% |
Returns By Period
In the year-to-date period, MIAGX achieves a -1.26% return, which is significantly lower than AAAAX's 9.77% return. Over the past 10 years, MIAGX has outperformed AAAAX with an annualized return of 10.45%, while AAAAX has yielded a comparatively lower 7.40% annualized return.
MIAGX
- 1D
- 2.50%
- 1M
- -5.79%
- YTD
- -1.26%
- 6M
- 0.04%
- 1Y
- 13.37%
- 3Y*
- 12.29%
- 5Y*
- 6.88%
- 10Y*
- 10.45%
AAAAX
- 1D
- 1.09%
- 1M
- -3.53%
- YTD
- 9.77%
- 6M
- 11.84%
- 1Y
- 17.50%
- 3Y*
- 10.19%
- 5Y*
- 6.78%
- 10Y*
- 7.40%
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MIAGX vs. AAAAX - Expense Ratio Comparison
MIAGX has a 0.13% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
MIAGX vs. AAAAX — Risk / Return Rank
MIAGX
AAAAX
MIAGX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Aggressive Growth Allocation Fund (MIAGX) and DWS RREEF Real Assets Fund - Class A (AAAAX). 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.
| MIAGX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 1.57 | -0.63 |
Sortino ratioReturn per unit of downside risk | 1.38 | 2.11 | -0.73 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.32 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 1.91 | -0.69 |
Martin ratioReturn relative to average drawdown | 5.59 | 10.22 | -4.63 |
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
| MIAGX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 1.57 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.56 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.59 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.38 | +0.11 |
Correlation
The correlation between MIAGX and AAAAX is 0.80, 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
MIAGX vs. AAAAX - Dividend Comparison
MIAGX's dividend yield for the trailing twelve months is around 7.92%, more than AAAAX's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIAGX MFS Aggressive Growth Allocation Fund | 7.92% | 7.82% | 5.16% | 3.41% | 4.49% | 6.84% | 3.69% | 4.80% | 6.06% | 4.25% | 3.12% | 5.45% |
AAAAX DWS RREEF Real Assets Fund - Class A | 3.23% | 3.54% | 2.45% | 2.08% | 4.17% | 2.31% | 1.33% | 1.81% | 1.61% | 1.52% | 1.47% | 2.15% |
Drawdowns
MIAGX vs. AAAAX - Drawdown Comparison
The maximum MIAGX drawdown since its inception was -55.00%, which is greater than AAAAX's maximum drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for MIAGX and AAAAX.
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Drawdown Indicators
| MIAGX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.00% | -40.47% | -14.53% |
Max Drawdown (1Y)Largest decline over 1 year | -11.19% | -9.55% | -1.64% |
Max Drawdown (5Y)Largest decline over 5 years | -25.51% | -22.62% | -2.89% |
Max Drawdown (10Y)Largest decline over 10 years | -32.78% | -29.41% | -3.37% |
Current DrawdownCurrent decline from peak | -6.37% | -3.53% | -2.84% |
Average DrawdownAverage peak-to-trough decline | -6.86% | -6.89% | +0.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.45% | 1.79% | +0.66% |
Volatility
MIAGX vs. AAAAX - Volatility Comparison
MFS Aggressive Growth Allocation Fund (MIAGX) has a higher volatility of 5.00% compared to DWS RREEF Real Assets Fund - Class A (AAAAX) at 3.27%. This indicates that MIAGX's price experiences larger fluctuations and is considered to be riskier than AAAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MIAGX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.00% | 3.27% | +1.73% |
Volatility (6M)Calculated over the trailing 6-month period | 8.44% | 7.26% | +1.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.73% | 11.62% | +3.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.46% | 12.19% | +2.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.44% | 12.66% | +2.78% |