MIGFX vs. MFEIX
Compare and contrast key facts about MFS Massachusetts Investors Growth Stock Fund (MIGFX) and MFS Growth I (MFEIX).
MIGFX is managed by MFS. It was launched on Jan 1, 1935. MFEIX is managed by MFS. It was launched on Jul 10, 1997.
Performance
MIGFX vs. MFEIX - Performance Comparison
Loading graphics...
MIGFX vs. MFEIX - 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% |
MFEIX MFS Growth I | -10.32% | 12.34% | 49.67% | 36.15% | -31.14% | 23.59% | 31.65% | 37.69% | 2.30% | 30.86% |
Returns By Period
In the year-to-date period, MIGFX achieves a -9.36% return, which is significantly higher than MFEIX's -10.32% return. Over the past 10 years, MIGFX has underperformed MFEIX with an annualized return of 13.69%, while MFEIX has yielded a comparatively higher 15.88% 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%
MFEIX
- 1D
- 3.82%
- 1M
- -5.75%
- YTD
- -10.32%
- 6M
- -10.97%
- 1Y
- 9.60%
- 3Y*
- 22.85%
- 5Y*
- 11.27%
- 10Y*
- 15.88%
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. MFEIX - Expense Ratio Comparison
MIGFX has a 0.70% expense ratio, which is higher than MFEIX's 0.60% expense ratio.
Return for Risk
MIGFX vs. MFEIX — Risk / Return Rank
MIGFX
MFEIX
MIGFX vs. MFEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Massachusetts Investors Growth Stock Fund (MIGFX) and MFS Growth I (MFEIX). 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 | MFEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 0.49 | -0.20 |
Sortino ratioReturn per unit of downside risk | 0.54 | 0.85 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.12 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 0.61 | -0.21 |
Martin ratioReturn relative to average drawdown | 1.43 | 2.06 | -0.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MIGFX | MFEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.49 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.52 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.75 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.42 | -0.03 |
Correlation
The correlation between MIGFX and MFEIX is 0.93, 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. MFEIX - Dividend Comparison
MIGFX's dividend yield for the trailing twelve months is around 12.57%, less than MFEIX's 16.72% 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% |
MFEIX MFS Growth I | 16.72% | 14.99% | 25.47% | 4.86% | 1.05% | 2.76% | 3.57% | 1.57% | 3.78% | 2.50% | 1.61% | 3.65% |
Drawdowns
MIGFX vs. MFEIX - Drawdown Comparison
The maximum MIGFX drawdown since its inception was -61.83%, smaller than the maximum MFEIX drawdown of -72.24%. Use the drawdown chart below to compare losses from any high point for MIGFX and MFEIX.
Loading graphics...
Drawdown Indicators
| MIGFX | MFEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.83% | -72.24% | +10.41% |
Max Drawdown (1Y)Largest decline over 1 year | -13.77% | -17.30% | +3.53% |
Max Drawdown (5Y)Largest decline over 5 years | -26.67% | -36.11% | +9.44% |
Max Drawdown (10Y)Largest decline over 10 years | -32.42% | -36.11% | +3.69% |
Current DrawdownCurrent decline from peak | -11.24% | -14.14% | +2.90% |
Average DrawdownAverage peak-to-trough decline | -19.00% | -23.85% | +4.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.83% | 5.14% | -1.31% |
Volatility
MIGFX vs. MFEIX - Volatility Comparison
The current volatility for MFS Massachusetts Investors Growth Stock Fund (MIGFX) is 5.49%, while MFS Growth I (MFEIX) has a volatility of 6.97%. This indicates that MIGFX experiences smaller price fluctuations and is considered to be less risky than MFEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MIGFX | MFEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 6.97% | -1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 9.81% | 12.65% | -2.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.85% | 21.85% | -4.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.50% | 21.93% | -4.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.18% | 21.20% | -3.02% |