MIDLX vs. MIGFX
Compare and contrast key facts about MFS International New Discovery Fund Class R6 (MIDLX) and MFS Massachusetts Investors Growth Stock Fund (MIGFX).
MIDLX is a passively managed fund by MFS that tracks the performance of the MSCI All Country World ex-US Small Mid Cap Index. It was launched on Jun 1, 2012. MIGFX is managed by MFS. It was launched on Jan 1, 1935.
Performance
MIDLX vs. MIGFX - Performance Comparison
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MIDLX vs. MIGFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MIDLX MFS International New Discovery Fund Class R6 | -1.87% | 17.03% | 3.33% | 13.21% | -18.52% | 5.17% | 10.15% | 24.97% | -10.29% | 30.65% |
MIGFX MFS Massachusetts Investors Growth Stock Fund | -9.36% | 9.97% | 27.25% | 24.13% | -19.20% | 26.06% | 22.55% | 39.89% | 0.81% | 28.68% |
Returns By Period
In the year-to-date period, MIDLX achieves a -1.87% return, which is significantly higher than MIGFX's -9.36% return. Over the past 10 years, MIDLX has underperformed MIGFX with an annualized return of 6.30%, while MIGFX has yielded a comparatively higher 13.69% annualized return.
MIDLX
- 1D
- 2.26%
- 1M
- -8.27%
- YTD
- -1.87%
- 6M
- -2.69%
- 1Y
- 11.54%
- 3Y*
- 8.22%
- 5Y*
- 2.54%
- 10Y*
- 6.30%
MIGFX
- 1D
- 2.93%
- 1M
- -5.97%
- YTD
- -9.36%
- 6M
- -8.66%
- 1Y
- 4.69%
- 3Y*
- 13.47%
- 5Y*
- 8.85%
- 10Y*
- 13.69%
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MIDLX vs. MIGFX - Expense Ratio Comparison
MIDLX has a 0.91% expense ratio, which is higher than MIGFX's 0.70% expense ratio.
Return for Risk
MIDLX vs. MIGFX — Risk / Return Rank
MIDLX
MIGFX
MIDLX vs. MIGFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International New Discovery Fund Class R6 (MIDLX) and MFS Massachusetts Investors Growth Stock Fund (MIGFX). 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.
| MIDLX | MIGFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.28 | +0.70 |
Sortino ratioReturn per unit of downside risk | 1.32 | 0.54 | +0.78 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.07 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 0.40 | +0.52 |
Martin ratioReturn relative to average drawdown | 3.46 | 1.43 | +2.03 |
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
| MIDLX | MIGFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.28 | +0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.51 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.76 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.38 | +0.17 |
Correlation
The correlation between MIDLX and MIGFX is 0.70, 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
MIDLX vs. MIGFX - Dividend Comparison
MIDLX's dividend yield for the trailing twelve months is around 3.44%, less than MIGFX's 12.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIDLX MFS International New Discovery Fund Class R6 | 3.44% | 3.37% | 10.08% | 4.21% | 5.85% | 5.19% | 4.03% | 4.36% | 6.82% | 1.63% | 1.09% | 1.25% |
MIGFX MFS Massachusetts Investors Growth Stock Fund | 12.57% | 11.39% | 17.15% | 4.11% | 4.49% | 10.47% | 7.43% | 7.39% | 10.76% | 6.87% | 5.12% | 6.51% |
Drawdowns
MIDLX vs. MIGFX - Drawdown Comparison
The maximum MIDLX drawdown since its inception was -34.70%, smaller than the maximum MIGFX drawdown of -61.83%. Use the drawdown chart below to compare losses from any high point for MIDLX and MIGFX.
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Drawdown Indicators
| MIDLX | MIGFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.70% | -61.83% | +27.13% |
Max Drawdown (1Y)Largest decline over 1 year | -11.75% | -13.77% | +2.02% |
Max Drawdown (5Y)Largest decline over 5 years | -33.58% | -26.67% | -6.91% |
Max Drawdown (10Y)Largest decline over 10 years | -34.70% | -32.42% | -2.28% |
Current DrawdownCurrent decline from peak | -9.75% | -11.24% | +1.49% |
Average DrawdownAverage peak-to-trough decline | -6.96% | -19.00% | +12.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 3.83% | -0.71% |
Volatility
MIDLX vs. MIGFX - Volatility Comparison
MFS International New Discovery Fund Class R6 (MIDLX) and MFS Massachusetts Investors Growth Stock Fund (MIGFX) have volatilities of 5.67% and 5.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MIDLX | MIGFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.67% | 5.49% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 8.48% | 9.81% | -1.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.28% | 17.85% | -5.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.09% | 17.50% | -4.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.93% | 18.18% | -4.25% |