MIAGX vs. MFEIX
Compare and contrast key facts about MFS Aggressive Growth Allocation Fund (MIAGX) and MFS Growth I (MFEIX).
MIAGX is managed by MFS. It was launched on Jun 27, 2002. MFEIX is managed by MFS. It was launched on Jul 10, 1997.
Performance
MIAGX vs. MFEIX - Performance Comparison
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MIAGX vs. MFEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MIAGX MFS Aggressive Growth Allocation Fund | -3.67% | 15.20% | 12.11% | 16.29% | -16.94% | 19.16% | 15.81% | 29.98% | -6.72% | 23.23% |
MFEIX MFS Growth I | -13.62% | 12.34% | 49.67% | 36.15% | -31.14% | 23.59% | 31.65% | 37.69% | 2.30% | 30.86% |
Returns By Period
In the year-to-date period, MIAGX achieves a -3.67% return, which is significantly higher than MFEIX's -13.62% return. Over the past 10 years, MIAGX has underperformed MFEIX with an annualized return of 10.18%, while MFEIX has yielded a comparatively higher 15.44% annualized return.
MIAGX
- 1D
- -0.19%
- 1M
- -8.44%
- YTD
- -3.67%
- 6M
- -2.28%
- 1Y
- 10.98%
- 3Y*
- 11.37%
- 5Y*
- 6.63%
- 10Y*
- 10.18%
MFEIX
- 1D
- -0.59%
- 1M
- -9.06%
- YTD
- -13.62%
- 6M
- -14.22%
- 1Y
- 6.53%
- 3Y*
- 21.33%
- 5Y*
- 10.89%
- 10Y*
- 15.44%
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MIAGX vs. MFEIX - Expense Ratio Comparison
MIAGX has a 0.13% expense ratio, which is lower than MFEIX's 0.60% expense ratio.
Return for Risk
MIAGX vs. MFEIX — Risk / Return Rank
MIAGX
MFEIX
MIAGX vs. MFEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Aggressive Growth Allocation Fund (MIAGX) and MFS Growth I (MFEIX). 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 | MFEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.30 | +0.45 |
Sortino ratioReturn per unit of downside risk | 1.13 | 0.59 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.08 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 0.22 | +0.64 |
Martin ratioReturn relative to average drawdown | 3.94 | 0.74 | +3.20 |
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 | MFEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.30 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.50 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.73 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.41 | +0.08 |
Correlation
The correlation between MIAGX and MFEIX is 0.91, 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. MFEIX - Dividend Comparison
MIAGX's dividend yield for the trailing twelve months is around 8.12%, less than MFEIX's 17.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIAGX MFS Aggressive Growth Allocation Fund | 8.12% | 7.82% | 5.16% | 3.41% | 4.49% | 6.84% | 3.69% | 4.80% | 6.06% | 4.25% | 3.12% | 5.45% |
MFEIX MFS Growth I | 17.36% | 14.99% | 25.47% | 4.86% | 1.05% | 2.76% | 3.57% | 1.57% | 3.78% | 2.50% | 1.61% | 3.65% |
Drawdowns
MIAGX vs. MFEIX - Drawdown Comparison
The maximum MIAGX drawdown since its inception was -55.00%, smaller than the maximum MFEIX drawdown of -72.24%. Use the drawdown chart below to compare losses from any high point for MIAGX and MFEIX.
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Drawdown Indicators
| MIAGX | MFEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.00% | -72.24% | +17.24% |
Max Drawdown (1Y)Largest decline over 1 year | -11.19% | -17.30% | +6.11% |
Max Drawdown (5Y)Largest decline over 5 years | -25.51% | -36.11% | +10.60% |
Max Drawdown (10Y)Largest decline over 10 years | -32.78% | -36.11% | +3.33% |
Current DrawdownCurrent decline from peak | -8.65% | -17.30% | +8.65% |
Average DrawdownAverage peak-to-trough decline | -6.86% | -23.85% | +16.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 5.06% | -2.64% |
Volatility
MIAGX vs. MFEIX - Volatility Comparison
The current volatility for MFS Aggressive Growth Allocation Fund (MIAGX) is 4.09%, while MFS Growth I (MFEIX) has a volatility of 5.58%. This indicates that MIAGX experiences smaller price fluctuations and is considered to be less risky than MFEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MIAGX | MFEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.09% | 5.58% | -1.49% |
Volatility (6M)Calculated over the trailing 6-month period | 8.07% | 12.05% | -3.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.55% | 21.56% | -7.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.41% | 21.87% | -7.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.42% | 21.16% | -5.74% |