MIGFX vs. BLUEX
Compare and contrast key facts about MFS Massachusetts Investors Growth Stock Fund (MIGFX) and AMG Veritas Global Real Return Fund (BLUEX).
MIGFX is managed by MFS. It was launched on Jan 1, 1935. BLUEX is managed by AMG. It was launched on Jan 10, 1991.
Performance
MIGFX vs. BLUEX - Performance Comparison
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MIGFX vs. BLUEX - 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% |
BLUEX AMG Veritas Global Real Return Fund | -8.68% | 4.45% | 7.24% | 14.35% | -14.30% | 3.22% | 34.74% | 35.34% | -4.91% | 27.86% |
Returns By Period
In the year-to-date period, MIGFX achieves a -9.36% return, which is significantly lower than BLUEX's -8.68% return. Over the past 10 years, MIGFX has outperformed BLUEX with an annualized return of 13.69%, while BLUEX has yielded a comparatively lower 9.35% 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%
BLUEX
- 1D
- 1.10%
- 1M
- -5.47%
- YTD
- -8.68%
- 6M
- -9.03%
- 1Y
- -7.28%
- 3Y*
- 2.73%
- 5Y*
- 0.53%
- 10Y*
- 9.35%
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MIGFX vs. BLUEX - Expense Ratio Comparison
MIGFX has a 0.70% expense ratio, which is lower than BLUEX's 1.15% expense ratio.
Return for Risk
MIGFX vs. BLUEX — Risk / Return Rank
MIGFX
BLUEX
MIGFX vs. BLUEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Massachusetts Investors Growth Stock Fund (MIGFX) and AMG Veritas Global Real Return Fund (BLUEX). 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 | BLUEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | -0.66 | +0.95 |
Sortino ratioReturn per unit of downside risk | 0.54 | -0.89 | +1.43 |
Omega ratioGain probability vs. loss probability | 1.07 | 0.89 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | -0.69 | +1.09 |
Martin ratioReturn relative to average drawdown | 1.43 | -2.40 | +3.84 |
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 | BLUEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | -0.66 | +0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.05 | +0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.57 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.49 | -0.11 |
Correlation
The correlation between MIGFX and BLUEX is 0.84, 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. BLUEX - Dividend Comparison
MIGFX's dividend yield for the trailing twelve months is around 12.57%, more than BLUEX's 0.34% 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% |
BLUEX AMG Veritas Global Real Return Fund | 0.34% | 0.31% | 0.29% | 0.03% | 11.84% | 27.20% | 25.43% | 13.71% | 13.40% | 0.00% | 0.00% | 0.24% |
Drawdowns
MIGFX vs. BLUEX - Drawdown Comparison
The maximum MIGFX drawdown since its inception was -61.83%, which is greater than BLUEX's maximum drawdown of -54.27%. Use the drawdown chart below to compare losses from any high point for MIGFX and BLUEX.
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Drawdown Indicators
| MIGFX | BLUEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.83% | -54.27% | -7.56% |
Max Drawdown (1Y)Largest decline over 1 year | -13.77% | -12.19% | -1.58% |
Max Drawdown (5Y)Largest decline over 5 years | -26.67% | -21.87% | -4.80% |
Max Drawdown (10Y)Largest decline over 10 years | -32.42% | -29.06% | -3.36% |
Current DrawdownCurrent decline from peak | -11.24% | -10.58% | -0.66% |
Average DrawdownAverage peak-to-trough decline | -19.00% | -13.39% | -5.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.83% | 3.51% | +0.32% |
Volatility
MIGFX vs. BLUEX - Volatility Comparison
MFS Massachusetts Investors Growth Stock Fund (MIGFX) has a higher volatility of 5.49% compared to AMG Veritas Global Real Return Fund (BLUEX) at 3.64%. This indicates that MIGFX's price experiences larger fluctuations and is considered to be riskier than BLUEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MIGFX | BLUEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 3.64% | +1.85% |
Volatility (6M)Calculated over the trailing 6-month period | 9.81% | 7.31% | +2.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.85% | 11.01% | +6.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.50% | 10.50% | +7.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.18% | 16.57% | +1.61% |