MIGFX vs. AWSHX
Compare and contrast key facts about MFS Massachusetts Investors Growth Stock Fund (MIGFX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
MIGFX is managed by MFS. It was launched on Jan 1, 1935. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MIGFX or AWSHX.
Performance
MIGFX vs. AWSHX - Performance Comparison
Returns By Period
In the year-to-date period, MIGFX achieves a 17.84% return, which is significantly lower than AWSHX's 20.84% return. Over the past 10 years, MIGFX has underperformed AWSHX with an annualized return of 7.28%, while AWSHX has yielded a comparatively higher 11.19% annualized return.
MIGFX
17.84%
0.37%
6.87%
17.92%
7.05%
7.28%
AWSHX
20.84%
1.24%
10.72%
27.03%
12.44%
11.19%
Key characteristics
| MIGFX | AWSHX | |
|---|---|---|
| Sharpe Ratio | 1.45 | 2.57 |
| Sortino Ratio | 1.97 | 3.54 |
| Omega Ratio | 1.27 | 1.48 |
| Calmar Ratio | 1.15 | 4.78 |
| Martin Ratio | 8.05 | 17.12 |
| Ulcer Index | 2.23% | 1.58% |
| Daily Std Dev | 12.40% | 10.50% |
| Max Drawdown | -61.53% | -53.26% |
| Current Drawdown | -0.75% | -0.86% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MIGFX vs. AWSHX - Expense Ratio Comparison
MIGFX has a 0.70% expense ratio, which is higher than AWSHX's 0.58% expense ratio.
Correlation
The correlation between MIGFX and AWSHX is 0.81, 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.
Risk-Adjusted Performance
MIGFX vs. AWSHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Massachusetts Investors Growth Stock Fund (MIGFX) and American Funds Washington Mutual Investors Fund Class A (AWSHX). 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.
Dividends
MIGFX vs. AWSHX - Dividend Comparison
MIGFX's dividend yield for the trailing twelve months is around 0.35%, less than AWSHX's 1.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIGFX MFS Massachusetts Investors Growth Stock Fund | 0.35% | 0.41% | 0.44% | 0.18% | 0.15% | 0.27% | 1.08% | 0.89% | 0.80% | 0.92% | 4.42% | 2.00% |
AWSHX American Funds Washington Mutual Investors Fund Class A | 1.47% | 1.67% | 1.95% | 1.41% | 1.73% | 1.83% | 2.09% | 1.87% | 1.92% | 2.11% | 2.04% | 4.96% |
Drawdowns
MIGFX vs. AWSHX - Drawdown Comparison
The maximum MIGFX drawdown since its inception was -61.53%, which is greater than AWSHX's maximum drawdown of -53.26%. Use the drawdown chart below to compare losses from any high point for MIGFX and AWSHX. For additional features, visit the drawdowns tool.
Volatility
MIGFX vs. AWSHX - Volatility Comparison
MFS Massachusetts Investors Growth Stock Fund (MIGFX) has a higher volatility of 3.71% compared to American Funds Washington Mutual Investors Fund Class A (AWSHX) at 3.42%. This indicates that MIGFX's price experiences larger fluctuations and is considered to be riskier than AWSHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.