MIGFX vs. MEIIX
Compare and contrast key facts about MFS Massachusetts Investors Growth Stock Fund (MIGFX) and MFS Value Fund Class I (MEIIX).
MIGFX is managed by MFS. It was launched on Jan 1, 1935. MEIIX is managed by MFS. It was launched on Feb 1, 1996.
Performance
MIGFX vs. MEIIX - Performance Comparison
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MIGFX vs. MEIIX - 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% |
MEIIX MFS Value Fund Class I | 1.07% | 13.26% | 11.86% | 8.21% | -6.02% | 25.43% | 3.99% | 30.04% | -9.90% | 17.20% |
Returns By Period
In the year-to-date period, MIGFX achieves a -9.36% return, which is significantly lower than MEIIX's 1.07% return. Over the past 10 years, MIGFX has outperformed MEIIX with an annualized return of 13.69%, while MEIIX has yielded a comparatively lower 9.90% 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%
MEIIX
- 1D
- 1.65%
- 1M
- -5.02%
- YTD
- 1.07%
- 6M
- 3.60%
- 1Y
- 10.36%
- 3Y*
- 12.03%
- 5Y*
- 8.36%
- 10Y*
- 9.90%
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MIGFX vs. MEIIX - Expense Ratio Comparison
MIGFX has a 0.70% expense ratio, which is higher than MEIIX's 0.55% expense ratio.
Return for Risk
MIGFX vs. MEIIX — Risk / Return Rank
MIGFX
MEIIX
MIGFX vs. MEIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Massachusetts Investors Growth Stock Fund (MIGFX) and MFS Value Fund Class I (MEIIX). 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 | MEIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 0.69 | -0.40 |
Sortino ratioReturn per unit of downside risk | 0.54 | 1.03 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.15 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 1.02 | -0.62 |
Martin ratioReturn relative to average drawdown | 1.43 | 4.48 | -3.04 |
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 | MEIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.69 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.60 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.60 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.56 | -0.18 |
Correlation
The correlation between MIGFX and MEIIX 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. MEIIX - Dividend Comparison
MIGFX's dividend yield for the trailing twelve months is around 12.57%, more than MEIIX's 9.62% 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% |
MEIIX MFS Value Fund Class I | 9.62% | 9.52% | 9.30% | 8.41% | 7.58% | 3.32% | 2.63% | 3.17% | 3.62% | 4.04% | 2.91% | 5.97% |
Drawdowns
MIGFX vs. MEIIX - Drawdown Comparison
The maximum MIGFX drawdown since its inception was -61.83%, which is greater than MEIIX's maximum drawdown of -52.64%. Use the drawdown chart below to compare losses from any high point for MIGFX and MEIIX.
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Drawdown Indicators
| MIGFX | MEIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.83% | -52.64% | -9.19% |
Max Drawdown (1Y)Largest decline over 1 year | -13.77% | -11.10% | -2.67% |
Max Drawdown (5Y)Largest decline over 5 years | -26.67% | -17.58% | -9.09% |
Max Drawdown (10Y)Largest decline over 10 years | -32.42% | -36.70% | +4.28% |
Current DrawdownCurrent decline from peak | -11.24% | -5.02% | -6.22% |
Average DrawdownAverage peak-to-trough decline | -19.00% | -6.58% | -12.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.83% | 2.53% | +1.30% |
Volatility
MIGFX vs. MEIIX - Volatility Comparison
MFS Massachusetts Investors Growth Stock Fund (MIGFX) has a higher volatility of 5.49% compared to MFS Value Fund Class I (MEIIX) at 3.64%. This indicates that MIGFX's price experiences larger fluctuations and is considered to be riskier than MEIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MIGFX | MEIIX | 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% | 7.85% | +1.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.85% | 14.83% | +3.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.50% | 13.92% | +3.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.18% | 16.56% | +1.62% |