MIGFX vs. MFRFX
Compare and contrast key facts about MFS Massachusetts Investors Growth Stock Fund (MIGFX) and MFS Research Fund (MFRFX).
MIGFX is managed by MFS. It was launched on Jan 1, 1935. MFRFX is managed by MFS. It was launched on Oct 13, 1971.
Performance
MIGFX vs. MFRFX - Performance Comparison
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MIGFX vs. MFRFX - 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% |
MFRFX MFS Research Fund | -4.86% | 12.80% | 18.77% | 22.49% | -17.21% | 24.66% | 16.63% | 33.13% | -4.51% | 23.31% |
Returns By Period
In the year-to-date period, MIGFX achieves a -9.36% return, which is significantly lower than MFRFX's -4.86% return. Over the past 10 years, MIGFX has outperformed MFRFX with an annualized return of 13.69%, while MFRFX has yielded a comparatively lower 12.10% 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%
MFRFX
- 1D
- 2.89%
- 1M
- -5.15%
- YTD
- -4.86%
- 6M
- -3.29%
- 1Y
- 12.72%
- 3Y*
- 14.37%
- 5Y*
- 8.60%
- 10Y*
- 12.10%
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MIGFX vs. MFRFX - Expense Ratio Comparison
MIGFX has a 0.70% expense ratio, which is lower than MFRFX's 0.78% expense ratio.
Return for Risk
MIGFX vs. MFRFX — Risk / Return Rank
MIGFX
MFRFX
MIGFX vs. MFRFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Massachusetts Investors Growth Stock Fund (MIGFX) and MFS Research Fund (MFRFX). 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 | MFRFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 0.73 | -0.44 |
Sortino ratioReturn per unit of downside risk | 0.54 | 1.16 | -0.62 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.17 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 1.15 | -0.75 |
Martin ratioReturn relative to average drawdown | 1.43 | 4.93 | -3.49 |
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 | MFRFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.73 | -0.44 |
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 | 0.69 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.43 | -0.05 |
Correlation
The correlation between MIGFX and MFRFX is 0.86, 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. MFRFX - Dividend Comparison
MIGFX's dividend yield for the trailing twelve months is around 12.57%, less than MFRFX's 16.91% 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% |
MFRFX MFS Research Fund | 16.91% | 16.09% | 10.04% | 6.68% | 7.56% | 5.43% | 5.09% | 3.68% | 12.52% | 8.80% | 4.63% | 6.98% |
Drawdowns
MIGFX vs. MFRFX - Drawdown Comparison
The maximum MIGFX drawdown since its inception was -61.83%, which is greater than MFRFX's maximum drawdown of -56.15%. Use the drawdown chart below to compare losses from any high point for MIGFX and MFRFX.
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Drawdown Indicators
| MIGFX | MFRFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.83% | -56.15% | -5.68% |
Max Drawdown (1Y)Largest decline over 1 year | -13.77% | -11.84% | -1.93% |
Max Drawdown (5Y)Largest decline over 5 years | -26.67% | -23.37% | -3.30% |
Max Drawdown (10Y)Largest decline over 10 years | -32.42% | -33.52% | +1.10% |
Current DrawdownCurrent decline from peak | -11.24% | -7.02% | -4.22% |
Average DrawdownAverage peak-to-trough decline | -19.00% | -14.49% | -4.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.83% | 2.75% | +1.08% |
Volatility
MIGFX vs. MFRFX - Volatility Comparison
MFS Massachusetts Investors Growth Stock Fund (MIGFX) and MFS Research Fund (MFRFX) have volatilities of 5.49% and 5.28%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MIGFX | MFRFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 5.28% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 9.81% | 9.35% | +0.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.85% | 18.03% | -0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.50% | 16.58% | +0.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.18% | 17.59% | +0.59% |