MIGFX vs. AMCPX
Compare and contrast key facts about MFS Massachusetts Investors Growth Stock Fund (MIGFX) and American Funds AMCAP Fund Class A (AMCPX).
MIGFX is managed by MFS. It was launched on Jan 1, 1935. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Performance
MIGFX vs. AMCPX - Performance Comparison
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MIGFX vs. AMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
AMCPX American Funds AMCAP Fund Class A | -8.56% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 22.08% |
Returns By Period
In the year-to-date period, MIGFX achieves a -9.36% return, which is significantly lower than AMCPX's -8.56% return. Over the past 10 years, MIGFX has outperformed AMCPX with an annualized return of 13.69%, while AMCPX has yielded a comparatively lower 11.00% annualized return.
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%
AMCPX
- 1D
- 3.69%
- 1M
- -6.51%
- YTD
- -8.56%
- 6M
- -6.41%
- 1Y
- 14.53%
- 3Y*
- 15.78%
- 5Y*
- 6.65%
- 10Y*
- 11.00%
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MIGFX vs. AMCPX - Expense Ratio Comparison
MIGFX has a 0.70% expense ratio, which is higher than AMCPX's 0.65% expense ratio.
Return for Risk
MIGFX vs. AMCPX — Risk / Return Rank
MIGFX
AMCPX
MIGFX vs. AMCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Massachusetts Investors Growth Stock Fund (MIGFX) and American Funds AMCAP Fund Class A (AMCPX). 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.
| MIGFX | AMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 0.77 | -0.48 |
Sortino ratioReturn per unit of downside risk | 0.54 | 1.23 | -0.69 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.17 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 1.06 | -0.66 |
Martin ratioReturn relative to average drawdown | 1.43 | 4.25 | -2.81 |
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
| MIGFX | AMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.77 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.35 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.59 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.58 | -0.19 |
Correlation
The correlation between MIGFX and AMCPX is 0.89, 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
MIGFX vs. AMCPX - Dividend Comparison
MIGFX's dividend yield for the trailing twelve months is around 12.57%, more than AMCPX's 9.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
AMCPX American Funds AMCAP Fund Class A | 9.54% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
Drawdowns
MIGFX vs. AMCPX - Drawdown Comparison
The maximum MIGFX drawdown since its inception was -61.83%, roughly equal to the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for MIGFX and AMCPX.
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Drawdown Indicators
| MIGFX | AMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.83% | -62.37% | +0.54% |
Max Drawdown (1Y)Largest decline over 1 year | -13.77% | -14.18% | +0.41% |
Max Drawdown (5Y)Largest decline over 5 years | -26.67% | -36.90% | +10.23% |
Max Drawdown (10Y)Largest decline over 10 years | -32.42% | -36.90% | +4.48% |
Current DrawdownCurrent decline from peak | -11.24% | -11.01% | -0.23% |
Average DrawdownAverage peak-to-trough decline | -19.00% | -9.60% | -9.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.83% | 3.54% | +0.29% |
Volatility
MIGFX vs. AMCPX - Volatility Comparison
The current volatility for MFS Massachusetts Investors Growth Stock Fund (MIGFX) is 5.49%, while American Funds AMCAP Fund Class A (AMCPX) has a volatility of 6.69%. This indicates that MIGFX experiences smaller price fluctuations and is considered to be less risky than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MIGFX | AMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 6.69% | -1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 9.81% | 11.65% | -1.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.85% | 19.90% | -2.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.50% | 19.19% | -1.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.18% | 18.67% | -0.49% |